FINANCIAL PLANNING

INDUSTRY NEWS

While the Federal Government's response to the Henry Review of Taxation has drawn a mixed reaction from the financial services industry, one thing stakeholders mostly agr...

INDUSTRY NEWS

Macquarie has consolidated its Funds and Banking & Financial Services groups to form Macquarie Specialist Investments....

INDUSTRY NEWS

Queensland man subject to charges after raising nearly $8 million from investors without holding an AFSL, and generating no documentation or returns....

INDUSTRY NEWS

Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....

INDUSTRY NEWS

Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....

INDUSTRY NEWS

Stephen Hart explains how to use hybrid securities in place of equities to reduce risk, but without compromising returns....

INDUSTRY NEWS

Crissy De Manuele offers the top 10 things to be aware of to ensure your clients maximise their full potential when it comes to superannuation....

INDUSTRY NEWS

The superannuation guarantee (SG) will be increased to 12 per cent over the next decade, the SG age limit will rise and lower income earners will receive a savings boost ...

INDUSTRY NEWS

The Government has used its response to the Henry Review of taxation to wind back some of the super contributions cap measures announced in the last Budget....

INDUSTRY NEWS

The Prime Minister Kevin Rudd and Treasurer Wayne Swan have made clear the policies that will not see the light of day while the Rudd Government remains in term....

INDUSTRY NEWS

The financial services industry has given the Federal Government’s response to the Henry Review of Taxation a mixed welcome, with most welcoming the proposed changes to s...

INDUSTRY NEWS

Professional Investment Holdings announces intention to merge with listed insurance funding company....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 5 days ago