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News by this author
Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...
High income earners will look for “clever ways” to avoid being hit by the Federal Government’s new 'repair levy’, a tax expert believes. ...
The Budget has a slap at default fund processes, cutting funding to modern awards....
Tweaks made to superannuation in the Abbott Government’s first Budget are tiny steps as it waits for recommendations from this year’s Financial Systems Inquiry....
Peak superannuation bodies have given the cold shoulder to the decision to freeze the superannuation guarantee rate in this year’s federal Budget to 9.5 per cent until Ju...
The continued high operational costs of the defined contribution superannuation system in Australia will drive people to consider pulling out of the system altogether, ac...
ASIC has accepted an enforceable undertaking from a Gold Coast advisory group related to deficiencies in monitoring and supervising its planners...
The FPA is concerned that Budget cuts impacting ASIC may, in turn, impact planners in higher costs....
Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...
The Australian Securities and Investments Commission (ASIC) has been told by the Government to “adjust its priorities” to achieve savings of $120.1 million over five year...
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...