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Financial planning

Your Super Accountant has paid a $2040 infringement notice penalty in relation to potentially misleading statements about the cost of setting a self-managed superannuatio...

Superannuation

A centre-left think tank believes there is no proof that mandating independent directors on not-for-profit superannuation funds would enhance fund performance....

Superannuation

ATO deputy commissioner warns that SMSF trustees should not view their funds as “set and forget” exercises....

Life/Risk

Changes to SIS-related lump sum and disability income products inside superannuation will set more stringent requirements for pay-outs, DEXX&R reports...

Financial planning

CPA Australia and Chartered Accountants ANZ release ATO-approved SMSF trustee education program....

Financial advisers are being urged to educate their clients about the importance of estate planning....

Top 100

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

Financial planning

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

Financial planning

The FSC announces John Brogden has stepped down as Financial Services Council chief. ...

Financial planning

The full acquisition of ANZ Trustees by Equity Trustees has been completed with the two groups now set to begin a five year referral and product development agreement....

Life/Risk

If life insurance policies fail to meet the client’s – and adviser’s – expectations, certain questions must be answered, Col Fullagar writes. ...

Financial planning

Super funds have received a deadline extension to 1 July 2015 for compliance with fee and cost disclosure requirements....

Financial planning

Shine Lawyers is set to launch as class action against Sandhurst Trustees after securing a Federal Court ruling relating to the $30 million collapse of failed property le...

Superannuation

Equity Trustees (EQT) has been appointed as trustee and custodian of The Executive Superannuation Fund. ...

Superannuation

APRA has admitted it doesn’t monitor the expenses of superannuation fund executives or trustees....

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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 3 weeks ago

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

2 months 3 weeks 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 4 weeks ago

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

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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