TRUSTEE

Financial planning

ASIC formalises relief for trustees of wholesale equity schemes....

People & Products

Tightening global credit impacts the debenture business of financial planning group Koops Martin....

Superannuation

ASIC breaks new legal ground....

Funds management

Listed property exposures have hurt some super fund returns, but direct property may have delayed impact....

Funds management

SuperRatings data favours those funds which steered clear of listed property....

Financial planning

Former ASFA CEO and Commonwealth Ombudsman appointed....

Superannuation

Education of SMSF trustees warranted, but compulsory standards undesirable....

People & Products

Perpetual moves on Elderslie to protect debenture holders....

Financial planning

AWM gains trusteeship over $340 million Pooled Super Trusts and non-super PIFs....

Financial planning

Regulator warns strong disciplinary action now an industry expectation....

Financial planning

Applications in Supreme Court....

Superannuation

Proposed requirements prompt concern....

Financial planning

New green paper on financial services and credit reform....

Financial planning

Need for greater consistency across super and tax laws....

Editorial

Liquidity has never been a major issue for Australian superannuation funds, but the sub-prime crisis and its implications have given rise to questions on this issue....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

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

2 months 3 weeks ago

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

3 months ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 days 3 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago
moneymanagement logo