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AUTHOR | No. of articles: 1834

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ASIC places interim stop orders on two Perpetual funds

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ASIC places interim stop orders on two Perpetual funds

28 November 2022 • Hits: 888
ASIC has issued interim stop orders preventing Perpetual from offering or distributing two funds to retail investors bec ... READ MORE
Advisers cautioned against signing off on outsourced advice

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Advisers cautioned against signing off on outsourced advice

28 November 2022 • Hits: 827
While technical services teams perform an important role in supplementing the expertise of an advisers, advisers should ... READ MORE
Increased ID requirements causing roadblocks with SuperStream process

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Increased ID requirements causing roadblocks with SuperStream process

25 November 2022 • Hits: 1714
The increased ID requirements being requested by APRA super funds for rollovers is slowing down or stalling the process ... READ MORE

News

Multiple SOAs ‘more practical’ for complex SMSF client groups

25 November 2022 • Hits: 989
Where SMSF advice involves complex family groups or multiple structures, providing multiple statements of advice may be ... READ MORE
Director ID deadline tipped to see extension

News

Director ID deadline tipped to see extension

25 November 2022 • Hits: 1298
The significant numbers of directors failing to apply for their director IDs may result in the deadline being extended, ... READ MORE
ASIC confirms new adviser registration requirement

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ASIC confirms new adviser registration requirement

25 November 2022 • Hits: 1021
Financial advisers are required to register with the ASIC Financial Services and Credit Panel in addition to being on th ... READ MORE
A third of SMSF directors yet to apply for ID as deadline looms

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A third of SMSF directors yet to apply for ID as deadline looms

24 November 2022 • Hits: 1660
While ATO figures reveal a dramatic increase in the number of director ID applications, 33 per cent of SMSF directors ar ... READ MORE
Penalty increases an incentive to shift to a corporate trustee

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Penalty increases an incentive to shift to a corporate trustee

24 November 2022 • Hits: 960
With penalty units set to rise further, SMSFs with individual trustees may want to consider shifting to a corporate trus ... READ MORE
Levy confirms proposal to allow banks, super to provide advice will remain in final report

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Levy confirms proposal to allow banks, super to provide advice will re ...

24 November 2022 • Hits: 1042
As the deadline approaches for Michelle Levy to submit her final report to the government, she confirmed that her propos ... READ MORE

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