Carmen Watts

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Superannuation

21 Jun

ATO issues final warning to SMSF trustees

The Australian Taxation Office is making sure that the trustees of self-managed superannuation funds are left in no doubt about their obligations with respect to the owne...

Financial planning

21 Jun

Analysis points to leakage of funds

The advent of choice of superannuation fund and the continued growth in do-it-yourself superannuation is likely to see a leakage of funds out of the retail managed funds ...

Financial planning

20 Jun

End to self-managed super boom predicted

The boom in self-managed superannuation funds could soon end if experiences in the United States are repeated in Australia....

Financial planning

20 Jun

ATO urged to upgrade super TFNs

The Australian Taxation Office has been urged to get its administration of the tax file numbering system applying to superannuation funds and trusts up to the same standa...

Financial planning

14 Jun

ASIC provides guidance on choice

The Australian Securities and Investments Commission has sought to clarify the position of employers and organisations with respect to talking with employees about the ne...

Financial planning

09 Jun

Fin Wiz to change BOLR arrangements

Dealer group Financial Wisdom is preparing to change its buyer of last resort arrangements....

Financial planning

03 Jun

Skandia chops Merrill, goes with global LPTs

Australian Skandia has dumped Merrill Lynch’s Australian share fund, and made a big initial allocation to global listed property, among menu changes which became availabl...

Financial planning

02 Jun

Police investigate $1.6m super fraud

Fraudsters have struck a superannuation fund linked to the NSW coal industry by stealing rollover cheques worth around $1.6 million....

Financial planning

27 May

It’s a ‘baby’ for Navigator

UK insurer Aviva has finally acted on adviser demand for ‘baby’ platforms, and will release a simplified, low cost version of Navigator called Navigator Access....

Funds management

19 May

APRA issues revised standards

The Australian Prudential Regulation Authority has released a revised set of corporate governance draft standards covering the institutions it administers....