POWERED BY MOMENTUM MEDIA
SUPERANNUATION
INDUSTRY NEWS
Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...
INDUSTRY NEWS
A self-managed superannuation fund adviser, who allegedly recommended consumers with as little as $8,000 in superannuation set up self-managed funds and then charged them...
INDUSTRY NEWS
Industry super fund Asset Super has modified its trust deed to meet the ‘transition to retirement’ rules, which came into effect on July 1, enabling it to offer a non-com...
INDUSTRY NEWS
New survey data published by the Institute of Chartered Accountants has put paid to suggestions that the new choice of superannuation fund will lead to a surge in the est...
INDUSTRY NEWS
The Investment and Financial Services Association has released a fact sheet on self-managed super funds, the 30th fact sheet to be released in its online Getting the Edge...
INDUSTRY NEWS
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...
INDUSTRY NEWS
Controversial Government plans to ban self-managed superannuation funds (SMSFs) from providing defined benefit pensions have been delayed while Assistant Treasurer Mal Br...
INDUSTRY NEWS
In the lead-up to choice of fund, many clients and advisers may be comparing superannuation funds. When evaluating the merits of one superannuation fund over another, it ...
INDUSTRY NEWS
No one has been particularly surprised at the recent clash which has erupted between industry and retail super funds over the issue of choice, but the DIY super sector ha...
INDUSTRY NEWS
Last June the corporate watchdog went on the attack in the Apple Isle. As most people have probably heard by now, their victim, Hobart based adviser and authorised repres...
INDUSTRY NEWS
Anticipating a flood of self-managed superannuation funds being set up after July 1, the Australian Taxation Office and the Australian Securities and Investments Commissi...
INDUSTRY NEWS
Accountants could face fines of up to $220,000 if they provide misleading advice on self-managed super funds....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...