Volume 11, Issue 3

Administration & Management
Samantha Carroll
SAMANTHA CARROLL  |  THURSDAY, 4 JUL 2019
In May 2019 APRA released an Information Paper on the findings arising from self-assessments of governance, accountability and culture. Read more
Yvonne Chu
YVONNE CHU  |  THURSDAY, 25 JUL 2019
Superannuation rollovers are one of the most frequently recommended strategies by advisers. However, care should be exercised when implementing rollover strategies, particularly for clients who have life or total and permanent disablement (TPD) insurances ... Read more
Yvonne Chu
YVONNE CHU  |  FRIDAY, 9 AUG 2019
The ability to invest directly in real properties (commercial or residential) is often one of the main reasons that clients decide to establish a self-managed superannuation fund (SMSF). The possibility of leasing a business real property (BRP) to the ... Read more
Investment
Gordon Brown
GORDON BROWN  |  THURSDAY, 11 JUL 2019
"It is a riddle, wrapped in a mystery, inside an enigma." ~Sir Winston Churchill Read more
Ethics & Governance
Michelle Levy
MICHELLE LEVY  |  THURSDAY, 18 JUL 2019
APRA and ASIC issued a joint letter to all RSE licensees entitled Oversight of fees charged to members' superannuation accounts in early April 2019. The letter is in response to the so-called 'fee for no advice' issue that attracted so much ... Read more
Naomi Fink
NAOMI FINK  |  THURSDAY, 1 AUG 2019
As of 1 July 2019, potential whistleblowers across Australia enjoyed an added layer of statutory protections. Read more