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News by this author
Planners working with high net worth clients need to be across their full financial picture to avoid losing control according to the head of a family office advice busine...
SPAA claims that explanatory statements to FOFA amendments will be ineffective and best interest duty and conflicted remuneration should be defined within legislation....
The Financial Service Inquiry is unlikely to drive deep changes to the financial services sector according to an analysis of the 270 submissions made to the inquiry....
Current tax rules around retirement products are increasingly impinging on the flexibility of retirees, the Association of Superannuation Funds of Australia says....
Super funds have received a deadline extension to 1 July 2015 for compliance with fee and cost disclosure requirements....
While conventional wisdom holds that cash-focused SMSFs lag conventional funds, new data suggests otherwise. ...
Growth in the Australian exchange traded fund (ETF) market continues to outpace the global ETF landscape, yet local investors seem reluctant to invest in fixed income ETF...
Westpac’s business customers are the most optimistic about the Australian economy of the Big Four, the latest Roy Morgan Research Business Survey reveals....
Senate Committee recommends FOFA amendments be passed but Greens and Labor Senators object to all the suggested changes....
The AFA is not surprised by the report of the Parliamentary Committee on the FOFA amendments but wants the line held on product advice....
Analysis by this author
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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...