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...
As they prepare for retirement, the baby boomer generation continues to shape advice strategies and product development, writes Barry Wyatt....
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...
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....
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...
Tom Stevenson looks at current events in major housing markets around the world and suggests investors consider five key factors....
Julie Steed looks at the complexities around the waiving of the five-year claw-back for SMSFs....
Putting aside the increasingly open question of whether the Gillard Labor Government will remain in power long enough to oversee the implementation of its Future of Finan...
With a wave of reform about to hit the industry, financial advisers will soon have to change some of the considerations they take into account when recommending certain i...
Non-aligned dealer group executives have long been warning that the new Future of Financial Advice reforms would lead to consolidation in the financial advice market. Geo...
Before giving advice, financial advisers have a positive duty to actively assess and research the risks arising in relation to an investment. Paul Resnik outlines a set o...
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...