Caroline Munro

Caroline Munro

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Gold Coast financial planning practice Wealth Vision has achieved much of what the Future of Financial Advice reforms are designed to achieve: greater access to affordabl...

The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...

Gearing in self-managed super funds (SMSFs) is one of the most confusing issues for advisers, and the Queensland floods could highlight the need for legislative change, a...

The regulators should ensure that non-institutionally aligned dealer groups remain competitive so that advice is not dominated by the banks and industry funds, according ...

Investment managers say it's anyone's guess when consumer and investor sentiment will shift away from conservatism, writes Caroline Munro....

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Australia did not experience the dramatic downturn experienced by other markets during the global financial crisis, but neither has it enjoyed the massive upswings. This ...

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An absence of business plans means advisers are failing to make the most of their practices....

Academic claims ASIC got fiduciary duty wrong and really meant ‘best interests’....

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Shorten tells SPAA conference the Government is committed to lifting concessional caps but rules out getting rid of them....

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Financial services businesses and organisations are lobbying for changes to superannuation and tax laws they believe will boost innovation related to retirement products....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago