David Glen proposes a number of points that the life insurance industry can address during the upcoming Tax Summit - including tax incentives for life policies outside of...
Samantha Hills provides tips for financial planners on how to manage and avoid conflicts of interest when dealing with clients, ahead of the proposed FOFA changes....
As they prepare for retirement, the baby boomer generation continues to shape advice strategies and product development, writes Barry Wyatt....
Tom Stevenson looks at current events in major housing markets around the world and suggests investors consider five key factors....
Amid all the discussion around the recent release of the Government’s Stonger Super package, there existed the strong assumption that low-cost, low-fee MySuper products w...
The Government has finally delivered the details of its Stronger Super package but, as Mike Taylor writes, those hoping for certainty may be waiting a very long time....
Julie Steed looks at the complexities around the waiving of the five-year claw-back for SMSFs....
Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...
Col Fullagar takes a look at two income protection policies - one is offered by an industry superannuation fund, while the other comes from a retail fund. While the premi...
Strategic asset allocation may represent the conventional approach but Dominic McCormick questions whether it deserves the credibility it carries....
Despite some media reports to the contrary, Mike Taylor writes that the top 20 licensees in the financial planning industry emerged in reasonable shape from ASIC’s review...
The August market downturn gave the world a big scare and investors seemed to have run for the hills in fear the nightmare from 2008 was returning. Ron Bewley tries to ma...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...