TRUSTEE

Policy & Regulation

The controversial Federal Court dispute between the Financial Services Council (FSC) and the Fair Work Commission (FWC) may be defused by a letter from FWC president, Jus...

Superannuation

The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...

Superannuation

ATO will begin action against SMSFs yet to lodge returns and cancel inactive funds...

Superannuation

ASIC grants relief to super fund’s advisory arm to reduce advisor exposure to personal liability....

Financial planning

OneVue undertakes rebrand with new logo and extended services....

Financial planning

Investment adviser to four industry funds given 21 days to file defence in $14 million damages suit relating to breach of agreement....

Editorial

The president of the Fair Work Commission has made a personal stand to ensure that the default funds review is completed, but Mike Taylor suggests some will question what...

Superannuation

With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of S...

Financial planning

New Zealand’s Trustee Executors Limited selects Sonata....

Superannuation

SPAA has used its submission to the Financial Systems Inquiry to restate its claim that SMSFs are appropriately regulated. ...

Superannuation

Australia's superannuation sector continues to attract a considerable amount of regulatory and legislative change and it's paramount that taxpayers are aware of any new o...

Financial planning

No-one likes a surprise when wrestling with tax and superannuation, and financial planners heading towards the end of financial year seem primed on what is about to chang...

Superannuation

Financial product-style regulation would be a poor fit for SMSFs, SPAA says....

Funds management

Equity Trustees purchase of the trustee division of ANZ Bank to be funded by equity raising....

Superannuation

The superannuation system regulatory framework is due for a review to keep up with the way people are investing in 2014, ASFA’s Financial System inquiry submission claims...

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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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