There has not been sufficient discussion about the elephant in the room: that is, how the reduction in the annual concessional contributions would affect women's ability ...
SMSF trustees have retreated from contributing in the June quarter as a result of the proposed changes to the superannuation system announced by the Federal Government. ...
Advisers were anxious over the sweeping changes to the Age Pension assets test but should be talking to clients about the Commonwealth Seniors Health Card, according to I...
Almost all women in abusive relationships will face financial abuse, while anxiety over finances would force abuse victims to remain in or return to the abusive relations...
Arguments for churn lacked evidence and a clear definition, while reforms would fail to tackle client non-disclosure and those who ignored medical recommendations, the LI...
Advisers at the Commonwealth Bank showed the second highest level of loyalty and their advisers had the second highest average tenure, with Macquarie topping the list....
Brisbane-based YourFin has joined dealer group, Elders Financial Planning, the sixth to do so in the last five months. ...
Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...
The financial services industry had already spent $2.75 billion on implementing various regulatory changes, and should prepare to spend more on LIF, education standards, ...
The ATO has issued a warning that planners and accountants could face penalties including prosecution if they were found to have promoted retirement planning schemes....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...