TRUSTEE
Financial planning
The Australian Prudential Regulation Authority had to appoint acting trustees to five superannuation funds that did not make adequate arrangements to comply with the new ...
Financial planning
Superannuation trustees will enjoy extended interim relief from product disclosure requirements after the Australian Securities and Investments Commission delayed commenc...
Financial planning
A change to the Bankruptcy Act, which forces the family home to be held in the names of both spouses from May 31, has been slammed by some advisers as having potentially ...
Financial planning
The purchase of Challenger Funds Management (CFM) by Select Managed Funds has landed the company with 2,500 extra members and about $160 million in invested funds....
Superannuation
BT Financial Group has become the latest entrant into the self-managed superannuation administration market, launching a service to administer SMSF funds and small Austra...
Superannuation
Superannuation is quite often overlooked in year-end tax planning in favour of more income tax related solutions. However, the reality is that superannuation, while compl...
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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...