ATO

Superannuation

The legislation will improve visibility of superannuation assets in family law proceedings, allowing the Australian Taxation Office to release super information in family...

image
Superannuation

The prudential regulator is open to improving the system, particularly as it expects to include Choice products next year, but it wants to keep it simple for consumers....

image
Superannuation

Trustees of self-managed superannuation funds will now be able to add a fifth and sixth member, after the Australian Taxation Office suffered administrative delays. ...

image
Financial planning

The two advisers used a website to attract clients to help them find lost super, but are not adequately trained or competent to provide financial services....

image
Tools & guides

Property development might be an attractive option for self-managed super funds but it can lead to a compliance minefield if done incorrectly, Andrew Yee writes....

image
Superannuation

Advisers have been advised to refrain from making changes to increase the number of members in self-managed super funds due to an implementation delay by the Australian T...

image
Superannuation

HESTA, Women in Super and the Australian Institute of Superannuation Trustees are among the organisations who have requested the Government pass the legislation with urge...

image
Financial planning

The introduction of the single disciplinary body as part of the Better Advice Bill will lift standards as it will be individual advisers who have to register themselves a...

image
Financial planning

Financial advisers have been making more of a distinction between accumulation and decumulation portfolios but these approaches are largely ad-hoc with little way of indu...

image
Policy & Regulation

The Australian Tax Office is concerned taxpayers might believe their crypto gains are tax free, as interest in the asset has risen in recent times. ...

image
Policy & Regulation

Treasurer Josh Frydenberg’s office is arguing that the Australian Securities and Investments Commission has not missed out on staffing resources in the Budget. ...

image
Policy & Regulation

While the other regulators grew their staff numbers, the Budget papers point to a net loss for ASIC. ...

image
Superannuation

Concessional contributions will see a $2,500 rise, non-concessional contributions a $10,000 rise, and a $100,000 rise for the transfer balance cap....

image
Policy & Regulation

Superannuation funds would rather see unclaimed remediation money directed away from charities and consumer groups and towards client’s superannuation accounts via the AT...

image
Financial planning

The fractional investment platform has been integrated with self-managed super fund administrative platform Simple Fund 360....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 20 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 21 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago