TRUSTEE
Superannuation
Now is the perfect time to ensure your client is able to claim a tax deduction for super contributions, writes STEPHEN BONE....
Policy & Regulation
With a changing super environment, MARTIN BRECKON considers how planners can manage their clients’ contributions. ...
Editorial
Notwithstanding that the valuation of unlisted assets held by superannuation funds has been an issue for at least six to nine months, the Australian Prudential Regulation...
Financial planning
Two draft bills for the Federal Government's National Consumer Credit Action Plan, which embraces margin lending, will be released by the Minister for Superannuation and ...
Financial planning
Financial planners have a ready audience in Generation Y, reports AMLIKA LAL....
Financial planning
Trust Company Limited, which operates in both retail and institutional sectors, is standing its ground in difficult market conditions....
Financial planning
The prudential regulator last week sent a letter to super fund trustees outlining its expectations on unlisted asset valuations, while also listing "unacceptable practice...
Financial planning
Lapsed interest payments are on the rise, and the biggest offenders are the publishing and finance industries....
Financial planning
Individuals going into bankruptcy risk losing some of their superannuation if they have used the system to avoid paying creditors....
Superannuation
The Minister for Superannuation and Corporate Law, Senator Nick Sherry, has asked the Australian Taxation Office to begin collecting data to enable the monitoring of the ...
Financial planning
ASIC's deputy chairman, Jeremy Cooper, has flagged the regulator’s intention to take an increasing role in the education of retail investors, but should this be the regul...
Superannuation
But the Commissioner of Taxation said the ATO can provide relief for trustees being buffeted by current market conditions....
Superannuation
MICHAEL HUTTON considers options for retiring SMSF trustees....
Financial planning
DAMON TAYLOR takes a look at how self-managed superannuation funds are faring in the current financial climate. ...
Financial planning
The Australian Securities and Investments Commission has initiated further action related to the Kassongo Superannuation Fund related to the early release of superannuati...
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MARKET INSIGHTS
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...