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Superannuation
Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....
Financial planning
In the wake of former Astarra Asset Management investment manager Shawn Richard pleading guilty to taking more than $6.4 million in undisclosed payments, the details of o...
Financial planning
Opposition reacts to Government’s response to Cooper by alleging protection of union and industry fund interests....
Financial planning
Trust Company Limited has acquired the New Zealand Guardian Trust Company from Suncorp....
Financial planning
The Government’s measured response to the 177 recommendations put forth in the Cooper Review has been broadly welcomed by the industry, with agreement reached on mo...
Superannuation
AMP’s SignatureSuper selected as successor fund for Trio Capital super funds, including Astarra products....
Financial planning
A joint move by ASIC and APRA to suspend Trio Capital (formerly Astarra Capital) as trustee of four superannuation funds and a pooled super trust generated significant co...
Superannuation
The lending of money to family members has emerged as a persistent issue in SMSF breaches....
Financial planning
Perpetual Trustee Company has reached a settlement with Lehman Brothers Special Financing that will see more than 1,000 investors in Mahogany Capital credit-linked notes ...
Tools & guides
Julie Steed explains why a small APRA fund can provide clients with control but without the administration responsibilities....
Editorial
Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...
Tools & guides
David O'Connell explains the advantages of the new rules for superannuation borrowing....
Superannuation
The Self-Managed Super Fund Professionals’ Association is pushing for higher standards for financial planners who advise in the sector....
Superannuation
Tim Sanderson explains the importance of understanding member obligations when it comes to SMSFs....
Tools & guides
Tim Sanderson explains the importance of understanding member obligations when it comes to SMSFs....
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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...