Super trust paves way for wealth transfer
A superannuation proceeds trust is a trust set up specifically to receive a lump sum death benefit payment from a...
A superannuation proceeds trust is a trust set up specifically to receive a lump sum death benefit payment from a...
TheAustralian Taxation Office(ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply.Speaking at the recentResnik Communicationsself-managed...
TheAustralian Taxation Office(ATO) will introduce electronic lodgement of self-managed superannuation fund (SMSF) registration documentation at the end of August.With the...
Themajority of older working Australians have given little or no thought to planning for retirement, according to a Newspoll survey...
The legislation allowing couples to divide their superannuation on the breakdown of their marriage was introduced in response to widespread...
TheFinancial Planning Association(FPA) today called on the Federal Government to link the age at which consumers can access lump sum...
THE December 2002 quarterly Retirement Income Stream Report released by theInvestment and Financial Services Association(IFSA) has shown a fall in...
A new industry body has been launched with the hope of raising industry standards amongst financial planners operating in the...
Recently, the Australian Taxation Office (ATO) flagged its intention to increase audit action concerning self-managed superannuation funds (SMSFs), possibly leading...
When the Federal Government announced that from July 1, 2001, superannuation assets were to be exempted from the social security...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
