Caroline Munro

Caroline Munro

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The chairman of the Government’s Super System Review, Jeremy Cooper, said SMSFs may be the way of the future as more people seek to take control of their retirement savin...

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Peter Bobbin argues SMSF clients are holding substantial wealth in structures that they - and even the courts - do not fully understand....

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Professionalism in the SMSF industry has improved greatly, but the ATO must remain firm with the sector, said Tax Commissioner Michael D'Ascenzo....

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The right fund manager with a good skills set should be the priority before the concentration of a fund is considered, according to Standard & Poor's....

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The Federal Court of Australia in Melbourne has ordered that Pacific Blue Securities be wound up and limitations placed on its sole director, Sean Fogarty, pending furthe...

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Risk-averse investors looking to reduce their exposure to risk and enhance their prospects for greater returns should consider an actively managed and globally exposed po...

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Capstone Financial Planning aims to boost adviser numbers by 10 per cent this year, although it will maintain a selective recruitment approach, says managing director Gra...

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A Commonwealth and Taxation Ombudsman report has found that the ATO has established sound guidelines in the use of its 'access without notice' powers....

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The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-An...

The FPA is calling for nominations for its 2010 Fellow Awards, which recognise outstanding commitment to the industry....

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So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago