When it comes to planning the distribution of their estate, most parents are keen to treat their children equally. But how do you do that? Michael Schneider shares his id...
It's hard enough treating every one fairly in an estate plan – but it's even more difficult when the beneficiaries are part of a blended family. Jack Houwing describes hi...
Technology makes life as a financial planner easier… right? Well, yes – if you know how to use it well. Among the most popular of all desktop technologies are Outlook and...
Advisers and accountants want to know what they have to do in order to be able to continue to provide advice in the area of self-managed superannuation funds (SMSFs)....
There is too much focus on product branding in financial services, says Geoffrey Duguid, and not enough on services....
Australian baby boomers will have to save for their own retirement rather than rely on inheritance handouts, as existing retirees are living longer and increasingly optin...
The financial services sector has broadly welcomed today’s release by the Australian Securities and Investment Commission (ASIC) of a modelling template for fee disclosur...
As Rhonda Virtue writes, it is essential that members are educated about the impact of choice on insurance....
You’re sitting there working, minding your own business, when someone calls, seemingly out of the blue....
Choice of superannuation fund legislation is taking forever to pass through Federal Parliament. Lisa Bowman asks why....
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...