TRUSTEES
Funds management
IOOF has acquired National Australia Trustees Limited in a move which gives it a dominant position in the trustee market....
Superannuation
There has been a tendency across the advice industry to use a cookie cutter model and this will need to be expanded to service the needs of SMSF trustees, according to a ...
People & Products
Perpetual Corporate Trust has announced two key internal promotions in a bid to support the ongoing expansion of its corporate trustee business....
Superannuation
National Australia Bank has launched a product which it claims will eliminate some of the pain points likely to be experienced by SMSF trustees as they seek to comply wit...
Financial planning
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
Funds management
ASIC releases consultation paper to remake three class orders relating to underlying investments into a single instrument....
Superannuation
The trustees of an SMSF have been fined $40,000 after admitting to almost 70 breaches of the SIS Act, by the Federal Court of Australia....
Superannuation
Innovation in the product marketplace means funds need to be able to compare retiree outcomes with products that have diverse features, return drivers, and pay-off profil...
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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...