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13 July 2011 • By Reporter • 1 min read

Refunding contributions has hidden trap

Refunds of excess contributions should be treated with caution.Self-managed superannuation fund (SMSF) trustees need to be mindful of the consequences ...

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ATO to scrutinise auditors, early release

Illegal early release schemes and the audit function are ATO areas of compliance focus for the coming year.The Australian Taxation Office (ATO) has ...

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FRG to review, expand Lonsec

Lonsec's new owner intends to build on the research group's existing growth plans.Financial Research Group (FRG) will review the core operations ...

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Dixon appoints Passport Capital

Dixon Advisory has added a US fund manager to its resources fund.Financial services firm Dixon Advisory has appointed United States fund manager ...

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Godfrey Pembroke comfortable with opt-in

Godfrey Pembroke says it can work with opt-in, but wants it to blend with existing processes.Advice group Godfrey Pembroke is comfortable with ...

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Timbercorp action continue

Investors have alleged Timbercorp Group knew of its risks ahead of its collapse, lawyers say.Investors involved in a class action against parties ...

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Asteron to offer adviser risk super support

Asteron has partnered with Colonial First State's FirstChoice platform to provide risk support.The federal government's ban on risk commissions for ...

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New business, pricing models positive: Shorten

The Assistant Treasurer has applauded Australia's advisory industry for examining new models in light of FOFA.Assistant Treasurer Bill Shorten has ...

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BT Wrap adds early warning system

BT Wrap has launched tax and trading tools aimed at helping advisers quickly gauge the tax implications of clients' trades and warn them if the impact ...

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Avoca launches maiden fund

Boutique fund manager Avoca Investment Management has released the Bennelong Avoca Emerging Leaders Fund with partner Bennelong Funds Management

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