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News by this author
Super funds should be able to provide limited advice on retirement products, according to ASFA’s newly released white paper. ...
A largely unheralded technical change looks certain to impact more upper income earners on super....
Interest rate decline bites TAL’s underlying investments - but new business pushes ahead ...
The mortgage broker proposition remains strong in the Australian market, particularly among first home buyers and investors aged in their twenties and thirties, according...
Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...
Deloitte warns that taxing higher super balances may cost more to implement than it ever delivers....
Providing unlicensed SMSF advice was one of the reasons Money Choice had its licence cancelled and its director banned by ASIC....
Wealth management firm netwealth has made another senior appointment with the addition of Lisa Faferko as head of licensee operations at Financial Planning Services Austr...
The ATO has been funded to crack-down on the use of trust structures to avoid tax....
The Federal Budget limits fiddling with superannuation settings to the changes it announced in April....
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...