SPAA

Financial planning

The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....

Superannuation

Changes to the legislation around related party transactions for self-managed superannuation funds (SMSF) could see trustees punished for unintentional breaches, accordin...

Superannuation

The Superannuation Complaints Tribunal (SCT) is currently working through a raft of complaints about contributions tax deductions and has called for accountants to lift t...

Superannuation

Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....

Accounting

The IPA has restated its intention to over-ride APES 230 while accountants remain concerned that the APESB is not moving on the issue....

Superannuation

Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...

Superannuation

Sir Anthony Mason critical of Government speculation on super tax changes....

Funds management

Europe remains a key risk to investment markets as they seek to move beyond the global financial crisis, according to Vanguard European economic specialist Peter Westaway...

Financial planning

Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work....

Financial planning

SMSF administration company superMate has launched an additional feature to its cloud-based software platform — an automated depreciation schedule feature....

Superannuation

More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...

Superannuation

SMSFs may be the fastest-growing segment of the superannuation industry but there are also high exit levels, according to data provided to the SPAA national conference in...

Superannuation

Coalition meets with senior industry figures and extends its commitments on super policy. ...

Financial planning

Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...

Superannuation

New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 2 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
Powered by MOMENTUM MEDIA
moneymanagement logo