SUPERANNUATION FUND

Financial planning

New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....

Financial planning

Many superannuation fund members will not engage in financial advice unless it is paid for from super administration fees....

Superannuation

A new superannuation and investment wrap from ClearView will be able to link insurance cover both in and outside of superannuation....

Financial planning

CommInsure's Wholesale Life division has launched an online application and underwriting platform for two of its largest industry superannuation fund clients....

Financial planning

The Minister for Financial Services and Superannuation, Bill Shorten, has announced a number of topics that will not be permitted in intra-fund financial advice....

Policy & Regulation

The Sydney District Court has sentenced finance broker and unregistered tax agent Angelos Giourtalis to nine years in gaol for 57 counts of tax fraud....

Superannuation

Nicholas Ali outlines the importance of lodging the correct Australian Taxation Office (ATO) form before commencing a pension. ...

Editorial

Troy Smith outlines what bankruptcy is, when it should be filed for and what income and assets would be available to creditors....

Superannuation

Jennifer Brookhouse outlines the issues to consider when deciding whether a superannuation death benefit going to a child should be paid as an income stream or into a tes...

Superannuation

Financial advisers need to be wise when recommending insurance options within their clients' self-managed super funds. Warrick Hanley explains how small mistakes can lead...

Superannuation

Peter Burgess illustrates the concept of a single acquirable asset demonstrates the application of key concepts relevant to limited recourse borrowing arrangements provis...

Superannuation

A new interpretive decision issued by the Australian Taxation Office (ATO) has impacted the way stepchildren are treated with respect to divorce and superannuation....

Financial planning

While the proposed Future of Financial Advice changes and their potential impact on financial advisers remain the hot topic, there is another acronym - TOFA - which deser...

Superannuation

One of the constant criticisms of self-managed super funds (SMSFs) is the number of gaps that persist in the sector's overall framework and yet according to Chris Malkin,...

Superannuation

Anna Mirzoyan takes a look at the ways in which market volatility may affect superannuation rollovers....

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 month 1 week ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 5 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 2 days ago
moneymanagement logo