POWERED BY MOMENTUM MEDIA
TRUSTEE
Funds management
The Australian Prudential Regulation Authority is encouraging trustees to apply early for licences under the Superannuation Safety Amendment Act 2004 by assuring them it ...
Financial planning
Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....
Rate the raters
The planning industry is placing greater emphasis on in-house research, but this is no major threat to larger research houses like InvestorWeb, writes Kate Kachor....
Financial planning
Superannuation fund trustees need to make clear to members the reasons for their decisions in granting or disallowing benefits, according to the Superannuation Complaints...
Superannuation
The Federal Opposition has signalled it will introduce sweeping changes to make superannuation more simple and safer to achieve higher retirement incomes for Australians ...
Financial planning
Tower Trust has appointed former JPMorgan executive Philip Joseph to head its corporate trust business and drive a new growth strategy aimed at increasing its presence in...
Financial planning
Trust Company of Australia is narrowing its strategic focus after announcing the sale of its equity custody arm to ANZ and plans to offload its Permanent Business Adviser...
Editorial
Master trusts have changed the corporate superannuation landscape to the extent that winding down a fund and outsourcing to a master trust is now de rigeur....
Financial planning
The Australian Prudential Regulation Authority says it has completed enforcement action against five directors of the former trustee of the Queensland-based Employees Pro...
Financial planning
The Australian Prudential Regulation Authority has banned 13 individuals associated with the Victorian-based Wall and Ceiling Superannuation Fund from acting as trustees ...
Financial planning
Astarra Funds Management has rolled out its first suite of investment offerings following the group’s unveiling earlier this year after management acquired and re-branded...
Financial planning
The Australian Prudential Regulation Authority is ramping up efforts to ensure superannuation trustees comply with the new superannuation licensing regime due to come int...
Financial planning
Trustee group Australian Superannuation Nominees is closing its business due to “continuing regulatory intervention” by the Australian Prudential Regulation Authority and...
Financial planning
The Australian Prudential Regulation Authority (APRA) has banned two Melbourne-based trustees from the industry after a number of serious Superannuation Industry Supervis...
Financial planning
The Federal Court in Brisbane has prevent the trustee of a self-managed superannuation fund from offering any services or advice involvement in a scheme illegally promoti...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...