TRUSTEE
Financial planning
The Trustee Corporations Associations of Australia has folded into the Financial Services Council to grow its membership base....
Financial planning
Former Trio director John Godfrey enters into enforceable undertaking with APRA....
Superannuation
David Shirlow explains how to use insurance to address SMSF property investment liquidity....
Funds management
Tasmanian Perpetual Trustees has announced its Select Mortgage Fund has been given a three-star rating by S&P, although the rating will only stand until S&P's 1 October w...
Superannuation
Given the Government's push to improve insurance levels in the SMSF sector, Cameron Peck outlines the technicalities and implications of taking out death and permanent di...
Superannuation
SMSF trustees are less confident about reaching their target retirement income than they were a year ago, according to an SPAA study....
Superannuation
The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...
Financial planning
Despite retail master trusts often being the subject of criticism, it has been industry super funds which demanded most attention from APRA with respect to supervisory ac...
Financial planning
Despite retail master trusts often being the subject of criticism, it has been industry super funds which demanded most attention from APRA with respect to supervisory ac...
Superannuation
David Court brings us up to date with the excess contributions tax and outlines some of the potential problems related to the Government's recent changes to the ECT....
Financial planning
OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....
Financial planning
OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....
Superannuation
Colonial First State has warned that a section of the MySuper bill, as currently drafted, actually mandates 'flipping' to higher cost super arrangements....
Superannuation
David Shirlow outlines key developments in the alignment of tax and superannuation law with respect to insurance held inside super funds....
Policy & Regulation
FOFA's approach to financial advice delivered by superannuation funds could result in conflicting decisions on disputes in different jurisdictions....
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MARKET INSIGHTS
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...