By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
Getting rid of SoA's is a red herring. The quality of advice review is not about getting rid of an advice document (whatever form it may take), it's about getting rid of excessive red tape regulation that is designed to trip up advisers and feed ASIC's ego and wallet. An advice document should be about giving a client advice to put them in a better situation and work towards meeting their objectives. It should not be about being a compliance exercise which is the current situation and leads to a poor document designed for ASIC, not the client.