Julie Bennett
News by this author
30 Mar
Colonial advisers hold grave concerns that their interests will not be served in the Commonwealth Bank's proposed takeover of Colonial....
30 Mar
AMP Financial Planning has taken GIO Fund Managers into its embrace to make Australia’s largest financial planning group even bigger....
29 Mar
It’s about time advisers took the corporate superannuation market seriously, according to BT....
29 Mar
A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...
28 Mar
Wrap account fees are set to become more expensive following the introduction of the GST....
27 Mar
A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...
Analysis by this author
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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. ...
1 week 3 days ago
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
3 days ago
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. ...
4 days 3 hours ago
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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...