PETER BURGESS

Financial planning

Two leading associations have called for the government’s plan for a tax on super balances above $3 million to be scrapped, as the legislation is tabled in Parliament....

Superannuation

The SMSF Association has called for a bipartisan approach to the non-arm’s length expenditure rules, strongly arguing in favour of them being appropriately targeted and f...

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Features

With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...

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Features

The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...

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Financial planning

Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....

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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...

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Superannuation

The SMSF Association has welcomed the Federal Government’s amendments to allow the partial commutation of certain non-commutable pensions....

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Financial planning

The SMSF Association has launched nine compulsory online modules as part of its SMSF Specialist Advisor designation. ...

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SMSF

Now it has returned to Government, the Coalition can once again focus on the self-managed super fund measures it introduced to Parliament before the election was called, ...

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Superannuation

The recommendation from the Royal commission to introduce a last resort compensation scheme for consumers suffering a financial loss from advice failures is a win for SMS...

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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...

4 days 4 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...

4 days 5 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...

5 days 4 hours 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. ...

8 months 4 weeks 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