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News by this author
Lawyers point to recent Administrative Appeals Tribunal decision as an object lesson in SMSFs dealing with related party transactions....
SMSFs with heavy allocations to cash will have found themselves at a disadvantage in January, with both domestic and international equities driving superannuation returns...
The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...
Bill Shorten criticises accounting bodies for publishing open letter on accountants' exemption, promising an announcement within weeks....
AMP Capital has added two portfolio manager/analysts to its Australian Fundamental Equities team, and another recent hire will run a soon-to-be-launched global resources ...
Former AMP head of underwriting Marcello Bertasso has moved to Macquarie Life, where he will serve as a national underwriting manager....
As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group busine...
Financial Services Minister Bill Shorten has signalled an appropriate implementation period for the Future of Financial Advice changes....
Despite retail master trusts often being the subject of criticism, it has been industry super funds which demanded most attention from APRA with respect to supervisory ac...
ASIC has indicated Industry Super Network's 'compare the pair' advertisements are an operational matter....
Analysis by this author
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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...