Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
TRUSTEE
Superannuation
The terms of engagement of a planner with a SMSF trustee should be precisely delineated to protect planners from claims for negligence from trustees, according to Argyle ...
Financial planning
AMP Financial Planning appears to have paid a price for the enforceable undertaking it entered into with ASIC in July, with a reduction in net cashflows over the period....
Financial planning
The latest SuperRatings data has revealed returns for the balanced investment option on most superannuation funds during the month of September were strong, with a median...
Financial planning
MLC has called for the super fund sole purpose test to be amended to allow members to pay for financial advice from their super fund....
Financial planning
The Association of Superannuation Funds of Australia is pushing for regulatory amendments which would allow super funds to play a greater role in the provision of financi...
Financial planning
Equity Trustees is to act as responsible entity for a new wholesale AXA Rosenberg global equities fund....
Financial planning
As the industry steps up its defence against a looming legacy problem, Zurich Financial Services is nearing the end of its rationalisation process and is close to putting...
Financial planning
The Australian Securities and Investments Commission has made a number of orders against Bridgecorp Finance in relation to significant concerns regarding the company’s fi...
Superannuation
Self-managed super fund (SMSF) trustees are matching fund managers for investment performance, according to a survey by SMSF provider Multiport....
Accounting
Automated self-managed superannuation fund trust deed update service SuperCentral has achieved a client base of 500 funds in just two months....
Financial planning
The Australian Securities and Investments Commission has released information to ensure superannuation trustees meet legal obligations to members in reporting material ch...
Never miss the latest news and developments in wealth management industry
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...