SMSF
Superannuation
The Government is committed to removing restrictions regarding superannuation fund choice but will not prevent a default fund being specified in an award....
Financial planning
The Shadow Assistant Treasurer and Shadow Minister for Financial Services, Stephen Jones, has slammed the Financial Adviser Standards and Ethics Authority along with the ...
Policy & Regulation
Tax financial advisers must not follow existing flexible arrangements under the Tax Practitioner Board’s code if the Financial Adviser Standards and Ethics Authority’s eq...
Financial planning
Financial advice can start with one piece and that can build to full advice later as the advice framework fails to lure Australians into receiving full advice, according ...
Superannuation
The corporate watchdog has moved to disqualify, suspend, and add conditions on six self-managed superannuation fund auditors....
Superannuation
The firm’s client numbers have taken a hit off the back of legacy issues and five years of mergers and acquisition....
People & Products
Charter Hall has announced the appointment of Miriam Patterson from Telstra Super to the newly created position of fund manager, Charter Hall Direct....
People & Products
SMSF platform provider, Class has acquired Amreeta Abott’s NowInfinity....
Superannuation
Older members of self-managed funds who are transitioning to retirement too often find themselves compelled into unwanted superannuation arrangements by enterprise agreem...
Policy & Regulation
Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...
SMSF
Wayne Blazejczyk recommended clients with low super balances to set up a SMSF and use an admin service he was the owner of and to invest in a fund that he was the investm...
Financial planning
Former Apogee adviser, Jihad Soleiman has been banned for six years for unqualified self-managed superannuation fund advice....
Superannuation
The Australian Securities and Investments Commission has provided a Parliamentary Committee with data confirming that self-managed superannuation funds with balances belo...
Policy & Regulation
A key parliamentary committee chairman has challenged the Australian Securities and Investments Commission on whether it was trying to scare people with its self-managed ...
SMSF
A man operated an illegal SMSF and issued an unlawful early release of super funds for 25 people....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...