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Financial planning
AMP’s proposed new wealth business model has been mapped out for a Parliamentary committee....
Financial planning
NEOS Life has appointed financial technology and infrastructure company, Sargon, as the new trustee of its Super Plan....
Superannuation
While setting up with an individual trustee in an SMSF may be a cheaper option, it eventually creates a false economy, Holley Nethercote argues....
Funds management
Australian Unity reveals strategy to utilise its Flinders acquisition to move into full suite trustee services....
As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...
Superannuation
As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...
Financial planning
The number of investors in the potential class action against Sandhurst Trustees may balloon out to 180 as lawyers continue to seek information from affected investors....
Financial planning
Sandhurst Trustees will face a class action brought by Wickham Securities investors after being ordered to hand over documents that may show it failed in its obligations ...
Financial planning
An increasing number of participants in the financial services industry are subject to a "best interests" obligation in relation to their clients. But what exactly does ...
Financial planning
Fiducian cleared for corporate restructure and struactural separation of its public offer superannuation fund....
Superannuation
Recently introduced penalties are ensuring fewer SMSFs are falling foul of the law, however, there has been a spike in borrowing breaches, new research reveals....
Superannuation
An SMSF trustee has been ordered to pay fines and legal costs of $37,500, after taking advice from a financial planner before providing unauthorised loans to his brother-...
Superannuation
SuperRatings believes member servicing will be vital as fee convergence takes place in superannuation funds under MySuper....
Superannuation
The ISA points to the tension between members’ best interests and shareholder returns with respect to bank-owned super funds. ...
Superannuation
Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...