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TRUSTEE

Editorial

Although tax exemption when selling a person’s main residence is usually a routine matter, things can go badly wrong in some quite unexpected ways, writes Chris Ardagna....

Financial planning

Equity Trustees lifts offer for Trust ahead of end of month meeting....

Superannuation

SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...

Superannuation

New research by CMC Markets confirms SMSF trustees have a preference for bluechip shares. ...

Superannuation

ASIC wants people to be better informed about the implications of establishing an SMSF before it occurs. ...

Superannuation

ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....

Funds management

Regulator says thirteenth EU will conclude planned Trio action....

Editorial

AMP’s life insurance arm had a $24 million loss in Q3, half of which came from lapsed policies....

Financial planning

Former Trio director Kurt Groenveld enters three-and-a-half year enforceable undertaking with APRA. ...

Financial planning

Commonwealth Bank-owned SuperTrace becomes one of the earliest ERFs to have its authorisation confirmed under new legislation. ...

Superannuation

Holley Nethercote's David Court outlines the current law regarding the taxation of excess superannuation contributions. ...

Superannuation

In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...

Superannuation

Wealth administration group Wealthtrac has released a wrap-style mobile app which allows users to set up a self-managed superannuation fund (SMSF). ...

Superannuation

Recent technology take-up has helped drive SMSFs, according to the director of strategy for Bravura Solutions, Darren Stevens....

Superannuation

DBA Lawyers’ David Oon and Bryce Figot take a cautious look at deducting superannuation contributions for directors of trustees of ‘passive’ investment trusts. ...

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