TRUSTEE

Financial planning

Your Super Accountant has paid a $2040 infringement notice penalty in relation to potentially misleading statements about the cost of setting a self-managed superannuatio...

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Superannuation

A centre-left think tank believes there is no proof that mandating independent directors on not-for-profit superannuation funds would enhance fund performance....

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Superannuation

ATO deputy commissioner warns that SMSF trustees should not view their funds as “set and forget” exercises....

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Life/Risk

Changes to SIS-related lump sum and disability income products inside superannuation will set more stringent requirements for pay-outs, DEXX&R reports...

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Financial planning

CPA Australia and Chartered Accountants ANZ release ATO-approved SMSF trustee education program....

Financial advisers are being urged to educate their clients about the importance of estate planning....

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Top 100

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

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Financial planning

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

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Financial planning

The FSC announces John Brogden has stepped down as Financial Services Council chief. ...

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Financial planning

The full acquisition of ANZ Trustees by Equity Trustees has been completed with the two groups now set to begin a five year referral and product development agreement....

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Life/Risk

If life insurance policies fail to meet the client’s – and adviser’s – expectations, certain questions must be answered, Col Fullagar writes. ...

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Financial planning

Super funds have received a deadline extension to 1 July 2015 for compliance with fee and cost disclosure requirements....

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Financial planning

Shine Lawyers is set to launch as class action against Sandhurst Trustees after securing a Federal Court ruling relating to the $30 million collapse of failed property le...

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Superannuation

Equity Trustees (EQT) has been appointed as trustee and custodian of The Executive Superannuation Fund. ...

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Superannuation

APRA has admitted it doesn’t monitor the expenses of superannuation fund executives or trustees....

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Never miss the latest news and developments in wealth management industry

Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 11 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago