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...

image
Superannuation

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

image
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....

image
Financial planning

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

image

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

image
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...

image
Funds management

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

image
Superannuation

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

image
Superannuation

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

image
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...

image
Financial planning

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

image
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...

image
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 ...

image
Superannuation

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

image
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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 13 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 17 hours ago