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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...
Peter Bobbin argues SMSF clients are holding substantial wealth in structures that they - and even the courts - do not fully understand....
Professionalism in the SMSF industry has improved greatly, but the ATO must remain firm with the sector, said Tax Commissioner Michael D'Ascenzo....
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....
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...
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...
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...
A Commonwealth and Taxation Ombudsman report has found that the ATO has established sound guidelines in the use of its 'access without notice' powers....
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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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...