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...

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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...

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Superannuation

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

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Superannuation

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

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Financial planning

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

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Financial planning

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

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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...

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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...

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Financial planning

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

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Superannuation

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

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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...

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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...

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Superannuation

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

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Funds management

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

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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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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago