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News by this author
Superannuation funds could ease governments’ budgetary pressures by financing major infrastructure projects around the world, IFM Investors and Industry Super Australia c...
Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...
Accountants considering advice on SMSFs after July 2016 need to consider their business future ahead of licensing concerns ...
Dealer group Fortnum Financial Group has appointed MLC’s Joel Taylor to its newly-created role of national sales manager....
If increasing Australia’s superannuation savings pool is the aim of the game, introducing competition to the default funds space is a logical solution, writes Patricia Mo...
Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...
ASIC chairman, Greg Medcraft admits ambiguity led to CommFP client compensation failures, but claims the bank was not “upfront”....
Industry Super Australia (ISA) has reiterated its view that Future of Financial Advise (FOFA) reforms should be given time to deliver benefits to consumers before new cha...
APRA has admitted it doesn’t monitor the expenses of superannuation fund executives or trustees....
Growing numbers of investors are taking the plunge and following financial advisers’ recommendations to try direct investments through separately managed account (SMA) se...
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...