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People & Products

AIA Australia has appointed Elizabeth Flynn to its board of directors, after Flynn spent several years on various committees at Aviva Australia....

Tools & guides

Contribution planning above the non-concessional caps is essential for superannuation, but you have to make sure it counts, writes Damian Hearn....

Financial planning

Damian Hearn explains the year-end tax strategies available to the self-employed during the transition-to-retirement stage....

Financial planning

ASFA wants the Government to extend capital gains tax relief for fund mergers to protect members' interests....

Editorial

As superannuation fund balances rebuild to levels not seen since before the global financial crisis, Mike Taylor reflects on how little say super fund members have in the...

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has launched a private label eWrap platform via its member-owned administration business, Personal Choic...

Superannuation

The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...

Tools & guides

Jeffrey Scott explains transitional relief for superannuation funds and the deductibility of disability benefit premiums....

Financial planning

Economies of scale and a focus on better outcomes for members led Westscheme to seek a merger with industry fund giant AustralianSuper....

Financial planning

Club Plus Super's in-house financial planning service has proved to be invaluable, according to the company's chief executive Paul Cahill....

Financial planning

Equity Trustees restructures to increase Responsible Entity servicing....

Funds management

The Australian funds management industry will experience substantial growth as a result of Federal tax changes, with joint ventures expected between local and overseas co...

Financial planning

A recent court ruling means decisions to reject total and permanent invalidity claims can now be challenged on much wider grounds, writes Jenny Willcocks....

Editorial

The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....

Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

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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’...

2 days 16 hours ago

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

3 weeks 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks 1 day ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

5 days 10 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks ago