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Financial planning

AMP’s proposed new wealth business model has been mapped out for a Parliamentary committee....

Financial planning

NEOS Life has appointed financial technology and infrastructure company, Sargon, as the new trustee of its Super Plan....

Superannuation

While setting up with an individual trustee in an SMSF may be a cheaper option, it eventually creates a false economy, Holley Nethercote argues....

Funds management

Australian Unity reveals strategy to utilise its Flinders acquisition to move into full suite trustee services....

As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...

Superannuation

As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...

Financial planning

The number of investors in the potential class action against Sandhurst Trustees may balloon out to 180 as lawyers continue to seek information from affected investors....

Financial planning

Sandhurst Trustees will face a class action brought by Wickham Securities investors after being ordered to hand over documents that may show it failed in its obligations ...

Financial planning

An increasing number of participants in the financial services industry are subject to a "best interests" obligation in relation to their clients. But what exactly does ...

Financial planning

Fiducian cleared for corporate restructure and struactural separation of its public offer superannuation fund....

Superannuation

Recently introduced penalties are ensuring fewer SMSFs are falling foul of the law, however, there has been a spike in borrowing breaches, new research reveals....

Superannuation

An SMSF trustee has been ordered to pay fines and legal costs of $37,500, after taking advice from a financial planner before providing unauthorised loans to his brother-...

Superannuation

SuperRatings believes member servicing will be vital as fee convergence takes place in superannuation funds under MySuper....

Superannuation

The ISA points to the tension between members’ best interests and shareholder returns with respect to bank-owned super funds. ...

Superannuation

Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....

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MARKET INSIGHTS

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

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So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week ago