ATO

Funds management

Investors opting for negatively geared direct property are taking a large position on the likely outcome of a single investment despite the risks and up-front losses inhe...

Financial planning

The expected 2013 Budget cuts to the Public Service may encompass APRA and ASIC....

Policy & Regulation

ATO to ask individuals and advisers to explain offshore tax structures. ...

Editorial

With shrinking planner interest and very few product suppliers left in the market, the reverse mortgage sector is screaming for attention, Andrew Tsanadis writes. ...

Superannuation

Assuming the Government's proposed changes to superannuation become law, they are likely to have a significant impact on certain super fund members. DBA Lawyers' Daniel B...

Financial planning

Specialist financial services software provider Bravura Solutions last week announced it had secured a five-year agreement with an existing government superannuation clie...

Superannuation

Asset managers need to figure out how they can get involved in the booming SMSF sector, according to Bennelong Funds Management's Jarrod Brown....

Financial planning

Superannuation and investment software provider Financial Synergy has signaled it is close to releasing an updated version of its Acurity administration platform....

Financial planning

End of financial year is always a busy period for financial planners, but it also represents a big client engagement opportunity, writes Janine Mace....

Financial planning

The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...

Financial planning

Although it seems to have been going on forever, the saga of financial planners and the Tax Agent Services Act 2009 (TASA) seems to be finally reaching a crescendo. ...

Financial planning

BGL enters into arrangement with RP Data to provide automated property data to SMSFs. ...

Financial planning

Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...

Superannuation

BGL Corporate Solutions enters into partnership with RP Data to offer automated property data to SMSFs....

Superannuation

In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

6 days 12 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week ago