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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
moneymanagement logo