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Financial planning
Bongiorno Financial Advisers and State Trustees to pay more than $16 million in compensation to investors....
Financial planning
Financial services licensees must stop the merry-go-round of bad advisers, with the industry failing to add substance to the rhetoric of 'weeding out the bad apples'....
Superannuation
A desire for greater control over their investments is the main reason cited for establishing a self-managed superannuation fund (SMSF), although there is still a demand ...
Policy & Regulation
The Australian Taxation Office (ATO) has warned that arrangements to artificially create upfront deductions for employment costs may break tax laws....
Superannuation
In an attempt to allay fears and confusion about the self-managed superannuation fund (SMSF) in-house asset rules, Heffron has approached the Australian Taxation Office (...
Financial planning
The tax office has signalled that the use of promissory notes in SMSFs will come under greater scrutiny, writes Bryan Ashenden....
Policy & Regulation
Tax is second largest cost incurred by funds but is not given due regard by fund executives, according to consultant Gabriel Szondy....
Financial planning
ING has called for a major overhaul of longstanding components of superannuation in its submission to the Cooper Review, including changes to the existing trust/trustee s...
Editorial
As corporate and scheme failures continue the merits of engaging an independent responsible entity to avoid both actual and perceived conflicts is being revisited....
Financial planning
Legal professional Peter Whitehead appointed to position....
Financial planning
Big industry fund, Unisuper, wants trustees granted safe harbour from prosecution based on member investment decisions....
Editorial
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Financial planning
There is growing concern about the ability of casual and part-time workers to achieve the retirement funding levels of their peers, writes Dante De Gori....
Financial planning
Count Financial has warned that any move to use super to fund policy objectives other than retirement carries significant risk....
Financial planning
NSW Government submission to the Cooper Review backs the industry funds governance model at the same time as calling for measures to encourage super investment in infrast...
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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...