Powered by MOMENTUM MEDIA
moneymanagement logo
 

TRUSTEE

Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

Superannuation

Concerns have been expressed that badly-run SMSFs may yet impose costs on Federal Budget. ...

Funds management

A former director of Trio who says he departed his role long before the collapse and after citing governance issues has strongly criticised APRA....

Financial planning

APRA has commenced proceedings in the Australian Federal Court seeking the disqualification of former Trio Capital director David Millhouse....

Queensland LNP Government appoints Hockey’s wife to QSuper board....

Financial planning

When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...

Funds management

In a final act before the election, the Government has refined the Managed Investment Trust regulatory regime....

Superannuation

MLC's Peter Hogan outlines the benefits and risks of adding children or other family members to an SMSF. ...

Superannuation

Financial advisers need to be careful in dealing with pension commencement dates, according to superannuation specialist Michael Hallinan. ...

Financial planning

The ACCC has raised concerns that Perpetual's proposed acquisition of The Trust Company would entrench its position in a number of market areas and is seeking further in...

Financial planning

The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...

Superannuation

A number of important legislative changes for the self-managed super fund (SMSF) sector were not implemented before Parliament rose, according to Peter Burgess, head of p...

Financial planning

Equity Trustees will extend the closing period for its take-over offer for The Trust Company to 30 September, citing its revised offer to Trust and a pending review of a ...

Superannuation

The Institute of Chartered Accountants has broadly welcomed the increased powers granted to the Australian Taxation Office with respect to SMSFs. ...

Superannuation

Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 weeks 2 days ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

4 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 3 days ago