When people discuss margin loans they inevitably refer to margin calls, but Julie McKay writes that a good understanding of the system can help investors navigate the cha...
Julie McKay argues that while margin loans have their own dynamics, those using them should not lose sight of the fact that they are a loan and they need to be repaid. ...
Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....
Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...
ETF investors are starting to shy away from Australian equities. ...
ISA creates submission to the Productivity Commission advocating the inverted bid model for infrastructure financing in response to the Commission’s inquiry draft report....
Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...
With eight years having passed since the ‘Simpler Super’ review, it could be time to reopen a dialogue about the future of super, Bryan Ashenden writes....
For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...
Using SMSFs as a funding vehicle for infrastructure and corporate loans is critical to Australia’s future economic stability, SPAA believes....


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
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...