TRUSTEE
Superannuation
It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...
People & Products
Listed financial services company promotes senior executive amid board reshuffle...
ISN is urging financial advisers to recommend industry super funds based on long-term returns....
Financial planning
Perpetual-Trust merger to create largest trust services provider in the Australian market....
Superannuation
Service provider Heffron rolls out stand-alone investment and insurance compliance tool....
Superannuation
MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...
Financial planning
Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....
Superannuation
SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...
Financial planning
A former WealthSure planner who has been ordered to pay $1.7 million in damages to a client is unlikely to pay the claim after he declared himself bankrupt....
Superannuation
ASIC will examine the underlying costs of operating a SMSF in next steps of its SMSF taskforce. ...
Financial planning
Bradley Thomas Sherwin, the bankrupt chairman of Wickham Securities, has been banned from the financial services industry for more than two and a half years....
Superannuation
As Australian investors' love affair with yield continues, SMSF property investment continues to rise. Indeed, for Richard Stacker, head of direct property for Charter Ha...
Financial planning
Perpetual boss Geoff Lloyd said the group had restructured its advice business to position it well for the anticipated return to full advice and equities....
Superannuation
Daniel Butler from DBA Lawyers lists pros and cons of auto-reversionary pensions. ...
Superannuation
If you have advised that superannuation is tax deductible to your director-client and they do not have in place whatever their rules require, your advice will have been w...
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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...