TRUSTEES

Superannuation

There has been a tendency across the advice industry to use a cookie cutter model and this will need to be expanded to service the needs of SMSF trustees, according to a ...

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People & Products

Perpetual Corporate Trust has announced two key internal promotions in a bid to support the ongoing expansion of its corporate trustee business....

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Superannuation

National Australia Bank has launched a product which it claims will eliminate some of the pain points likely to be experienced by SMSF trustees as they seek to comply wit...

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Financial planning

Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...

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Funds management

ASIC releases consultation paper to remake three class orders relating to underlying investments into a single instrument....

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Superannuation

The trustees of an SMSF have been fined $40,000 after admitting to almost 70 breaches of the SIS Act, by the Federal Court of Australia....

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Superannuation

Innovation in the product marketplace means funds need to be able to compare retiree outcomes with products that have diverse features, return drivers, and pay-off profil...

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How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...

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

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

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