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People & Products
Four senior consultants at actuarial and financial services consulting firm Professional Financial Solutions (PFS) will become equity partners and directors of the firm....
Editorial
Too much attention on the details can mean forgetting about the fundamentals. David Court traces the intricate eligibility rules applying to SMSFs and the consequences of...
Superannuation
Self-managed super fund (SMSF) trustees should not be forced to do a full valuation on direct property holdings every year, according to the Self-Managed Super Fund Profe...
Financial planning
Equity Trustees (EQT) says two-stage retirement is creating new service needs for the financial sector....
Superannuation
Being declared as a non-complying fund is the one thing all SMSF trustees really want to avoid. Robin Bowerman outlines some of the key focus areas of the Australian Taxa...
Superannuation
Tim Sanderson explains the division of superannuation when relationships end and financial interests go their separate ways....
Financial planning
Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...
Financial planning
Recent industry upheaval has resulted in plenty of small and medium sized dealer groups looking for a quiet exit through a sale to an institution, according to Equity Tru...
Superannuation
A Multiport survey of 1,600 SMSFs has found trustees using limited recourse borrowing arrangements moved away from property and towards financial assets in the June quart...
People & Products
Outgoing ACCC chairman, Graeme Samuel, will soon run the Melbourne office of independent investment bank Greenhill Caliburn....
Superannuation
It is better to have a corporate trustee for a self-managed super fund (SMSF) than an individual, according to Clime Super general manager Darren Katz....
Superannuation
ASFA has moved to extend its education services to SMSF trustees....
Superannuation
With an ongoing focus on streamlining the SMSF process, BGL is now developing a web approach to trustee software....
Superannuation
With the right planning, a smooth succession can be achieved in a SMSF with minimal costs and administrative hassles upon the death of a member....
Financial planning
Estate planning is not just about executing wills and distributing assets upon an individual’s death; it should also include the possibility of mental or legal incapacity...
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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...