ASIC has criticised platform trustees’ oversight of advice documents, monitoring of advice fee caps and investment holding limits in a damning report covering the industry’s major providers. The ASIC ...

The federal government's recent announcement regarding small business capital gains tax concessions introduces significant changes that financial advisers must prepare for, writes financial adviser ...

ASIC is suing directors and compliance committee members of the Shield Master Fund’s responsible entity, Keystone Asset Management, for misuse of investor money. The regulator is suing Paul Chiodo, ...

Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, ...

Four directors of the Association of Independently Owned Financial Professionals have departed the board, citing concerns ...

For decades the active managers of public market equity funds have grappled with fee compression driven by low-cost competitors such as index funds and by a zero interest rate policy environment. Now, ...

The superannuation system is producing retirees with balances unlike any previous generation, and the industry is still working out how to meet them. In episode four of Managed Accounts Decoded, ...

SMSF property spruikers will see their business model shaken up as the government moves to end the ability for a trustee to ...

The ASX-listed parent company of Equity Trustees Superannuation Limited, EQT Holdings, has confirmed it will divest its super trustee-for-hire business in the aftermath of the $1 billion Shield and ...

The Joint Associations Working Group has warned that adding more regulation would have little impact in protecting consumers, arguing the Shield and First Guardian collapse saw existing laws breached.

The proposed capital gains tax changes are not a reason in themselves to change asset allocation, but the new rules ...