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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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...