More SMSF trustees are seeking inexpensive ‘discounter’ advice online or over-the-phone as they look for low fees and charges, an industry consultant reports. ...
ASIC has accepted an EU from Barakah Properties following concerns on how it raised funds to build an Islamic School in Melbourne. ...
Wealth managers should add insurance to their suite of offerings to target the high net wealth investor market, which otherwise remains largely untapped....
A new study suggests there is little empirical evidence to show super fund board independence leads to better investment performance, but it may lead to better perception...
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...
Macquarie has applied to the AAT to review ASIC’s decision to impose conditions on its AFSL following investigations into breach reports relating to client money provisio...
Kaplan has announced an intensive workshop for accountants on the advice giving process, and translating that into statements of advice....
The FSC, AIST, ASFA and ISA have all welcomed the Government’s move to enshrine superannuation in legislation, and hoped this would bring certainty to super policies. ...
Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...
Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
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...