Latest Financial Planning & Services News from Money Management

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Mortgage stress a danger as loan holidays set to end

Mortgage stress will become a danger as one in five mortgage holders are on loan holidays which are set to end

10 February

Industry news

Suncorp’s NPAT down in 1H21

Suncorp has reported a 23.7% drop in group net profit after tax during the first half of 2021 despite higher cash

9 February

FUM in super and retirement incomes sector posted a fall of 3.4 per cent at the end of March as negative earnings more than offset new money flow, according to DEXX&R.

Industry news

Business confidence falls slightly in January

The Roy Morgan Business Confidence index saw a drop of 2.7 points during January, but was still above the long-

9 February

Australians have lost trust in the banks’ ability to balance the interests of customers and shareholders, according to the ABA.

Money Management Original

Are major licensees sitting on fragile balance sheets?

Analysis undertaken by the chief executive of one of Australia’s publicly-listed financial planning licensees is

8 February

Industry news

Centrepoint announces technology deal with Intelliflo

Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo.

8 February

Industry news

Evergreen launches portfolio stress-testing to advisers

The independent consulting firm has launched the new tool to test the risk/reward characteristics of portfolios

8 February

A law firm has warned on the restrictive definitions of what qualifies as a fixed trust for tax purposes, adding it must not be assumed a unit trust was necessarily a fixed trust.

Industry news

ASIC suspends AFS licence for Qld firm

The Australian Securities and Investments Commission has suspended the Australian financial services licence of

8 February

The Government needs to bring back the loss carry-back initiative to allow firms to clawback their tax paid when they incur revenue loss, the IPA believes.

Money Management Original

GWM and IOOF keep losing advisers

GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another

5 February

Money Management Original

Is ASIC levying IFAs to pay for the past advice sins of the big banks?

The Association of Financial Advisers has directly questioned whether small advice firms are paying more in ASIC

5 February

Industry news

Parliamentary committee questions adviser jail penalty for record-keeping

A key parliamentary committee has asked the Treasurer, Josh Frydenberg, to explain the justification for advisers

4 February

Money Management Original

Will the Westpac High Court decision change intra-fund advice?

The Australian Securities and Investments Commission’s view on the status of intra-fund advice suggests there are

4 February

Industry news

Credit protection bill puts consumers at risk

The passing of a bill on credit reporting could leave consumers vulnerable to unscrupulous lenders after ruling

4 February

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Mar11

Managed Accounts - Ask the Experts 2021

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ESG/Responsible Investment Webinar 2021

Jun17

Retirement Income Webinar 2021

Bent Way Over

Canberra Pollies, ASIC & Treasury keep saying they want to make Advice more affordable....

Annual renewal unnecessary: AFA7 hours 17 min ago

Yogi

The market rate for Licensee's fees for you are $40,000 but let's say $5,000 under...

IOOF expects adviser departures 7 hours 52 min ago

SD

Yes, that's right. Like every other profession, in order to provide services, the business...

Removal of grandfathering and rebates was ‘overdue’9 hours 36 min ago

Financial planning

Guides

Mortgage stress a danger as loan holidays set to end

Suncorp’s NPAT down in 1H21

Business confidence falls slightly in January

Are major licensees sitting on fragile balance sheets?

Centrepoint announces technology deal with Intelliflo

Evergreen launches portfolio stress-testing to advisers

ASIC suspends AFS licence for Qld firm

GWM and IOOF keep losing advisers

Is ASIC levying IFAs to pay for the past advice sins of the big banks?

Parliamentary committee questions adviser jail penalty for record-keeping

Will the Westpac High Court decision change intra-fund advice?

Credit protection bill puts consumers at risk

Bent Way Over

Yogi

SD

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