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Julie Steed looks at the complexities around the waiving of the five-year claw-back for SMSFs....
Tom Stevenson looks at current events in major housing markets around the world and suggests investors consider five key factors....
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...
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...
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...
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...
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...
Strategic asset allocation may represent the conventional approach but Dominic McCormick questions whether it deserves the credibility it carries....
A charity that lost $1.5 million in a hedge fund manager that collapsed during the GFC is suing the advice firm that recommended the fund....
The use by Industry Super Network (ISN) of research and surveying organisations to help prosecute its agenda with respect to financial planning represents the transfer of...
Lack of investor engagement with superannuation is a widespread issue. Bill Buttler provides guidance on fee comparison for retail investors, and argues standardised meas...
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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...
So we are now underwriting criminal scams?...