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Financial planning

27 Sep

Software a potential distraction for financial planners

Improvements to advice delivery solutions may assist financial advisers in running a smoother business, but it can also pull them away from their core proposition of prov...

Financial planning

27 Sep

Clearview pays special dividend as bid progresses

Clearview has agreed to pay a special dividend as part of the implementation agreement with CCP BidCo....

Life/Risk

26 Sep

Defining real lapses required to identify real churn

Senior life/risk executives have told a Money Management roundtable that identifying real churn requires a closer understanding of lapse rates....

Policy & Regulation

26 Sep

ATO flags carbon emissions tax fraud scheme

Possible tax evasion schemes involving tax deductions through the purchase of offshore 'emission units' that do not actually exist have been flagged by the Australian Tax...

Superannuation

26 Sep

Cavendish Super warning on underpaying pension standards

Cavendish Super's head of technical services Tim Miller has warned self-managed super fund trustees to ensure they meet the pension standards on time to avoid unwinding a...

Financial planning

26 Sep

IFAs less resistant to bank alignment

Despite conventional wisdom to the contrary, many independent financial planners are not ill-disposed towards linking to the dealer group services provided by the major b...

Financial planning

26 Sep

Financial Ombudsman Service finds more credit listings errors

The Financial Ombudsman Service has identified further systemic issues where financial services providers are incorrectly making credit default and credit infringement li...

Financial planning

26 Sep

Global investor confidence falls in September

Global investor confidence has fallen in September as the risk appetite of North American and Asian investors diminishes, according to the State Street Investor Confidenc...

Financial planning

26 Sep

Former mortgage broker pleads guilty to National Credit Act offences

Former mortgage broker Daniel Nguyen has pleaded guilty to 10 charges including providing false information to banks and assisting clients to apply for loans that were un...

Funds management

26 Sep

Financial advisers warm to global equities: Zurich survey

Australian financial advisers plan to increase client allocations to global, favouring managed funds over direct equities, according to a Zurich survey....