GOVERNMENT

Financial planning

The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....

Superannuation

The Government's MySuper regime has added little value to superannuation funds and a great deal of cost, according to a roundtable conducted by Money Management's sister ...

Accounting

The Government should lift the concessional contributions caps on superannuation for those aged over 50 to $50,000 a year while for those aged over 60 it should be $75,00...

Accounting

Accountants unhappy with constraints imposed by APES 230 are looking to a less fettered IPA....

Editorial

It would seem that in the mind of the Minister for Financial Services, Bill Shorten, accountants need to shoulder none of the responsibility for investors being burned by...

Superannuation

Most seniors want Government to leave super alone, and not just tax concessions....

Superannuation

Senior super fund officials call for end to tinkering and a bipartisan approach to super policy....

Financial planning

The industry has welcomed a Treasury draft detailing grandfathering and a transition time to 1 July, 2014....

Superannuation

With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...

Financial planning

Risk advisers with old portfolios need to go through their client bases and dig out any investment income, according The Risk Store founder Sue Laing....

Editorial

Mike Taylor writes that if the Federal Government imposes changes to the superannuation tax regime in the May Budget, it may take an entire Parliamentary term before a Co...

Superannuation

Specialist barrister Noel Davis explains the ramifications of the latest AAT decision relating to excess contributions and why trustees, members and employers should all ...

Superannuation

Challenger has announced its Challenger Retirement Fund is the first super fund in Australia to sign up to a SuperStream rollover gateway....

Financial planning

Following "somewhat ambiguous" statements on grandfathering in Consultation Paper 189, the Australian Securities and Investments Commission (ASIC) is set to release an up...

Superannuation

The benefit of franking credits in an SMSF cannot be underestimated, especially when the fund is in pension phase, writes Graeme Colley. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

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. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 5 hours ago