Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....
Financial advisers need to be aware of ageing clients experiencing cognitive decline as they could be more vulnerable to financial fraud and abuse from strangers and fami...
Organisations demonise and pacify whistleblowers as mentally ill in order to discredit their claims against the firm, which leads to a vicious cycle of mental illness....
Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....
Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...
Financial planners have been told they need to proactively prepare their clients against the impacts of ageing and cognitive decline – a risk that they cannot afford not ...
Accountants have been warned partnerships are not the ideal structures for limited licenses as it can restrict appointments of authorised representatives and succession p...
Family trusts may suddenly seem more attractive in light of the changes to the superannuation system in the Federal Budget, according to HLB Mann Judd. ...
Super system changes including decreasing the concessional contribution cap will send shock waves through the SMSF sector, that was hoping parameters were bedded down. ...
Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....
The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....
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...