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Advisers need to bring things back to basics for clients to address barriers and perceptions of advice like complexity, inflexibility, and lack of engagement, Tim Mitchel...
SMSF trustees and advisers must review requirements of the treatment of insurance within their funds annually, taking into account changes around the SIS Act 1993, Janine...
Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....
With the scrapping of the accountants’ exemption from 1 July this year, accountants need to make licensing decisions to continue advising on SMSFs, Malavika Santhebennur ...
Malavika Santhebennur looks at what legislative changes the SMSF sector can expect in 2016 and what remains in limbo in part two of this feature on SMSFs....
Jassmyn Goh finds out if investors are looking to alternative investments to beat market volatility and a low interest rate environment....
It’s a fresh new year, new challenges, new opportunities, and there’s one year to prepare clients for the changes to the Assets Test that will be applied from 1 January 2...
National Australia Bank’s wealth management arm, MLC, has been named Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards....
MLC’s Insurance Life Cover and TPD product has struck gold in the Term and TPD Product award at the Money Management/DEXX&R Adviser Risk Choice Awards. ...
OnePath’s Trauma Premier product has proven to be the best after winning in the trauma category for the second year in a row, with MLC again taking silver, and TAL winnin...
Good underwriting and a focus on affordability have been central to the success of TAL’s Accelerated Protection Income Protection Premier product....
Being open to adviser feedback and suggestions, and incorporating them into their product has seen ClearView clinch the top prize second year in a row. ...
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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...