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Mortgage Choice releases ‘industry first’ retirement calculator that factors in potential risks, unlike the ‘more basic calculators in the market’....
INDUSTRY NEWS
Australians’ use of technology to track their health, as well as their views on health concerns are leading to insurers reconsidering health and life policies. ...
INDUSTRY NEWS
ASIC has accepted an EU from a former Victorian Synchron adviser under which he has to withdraw from financial services for three years after he failed to comply with fin...
INDUSTRY NEWS
ASIC has accepted an EU from HSBC for potentially giving poor advice to clients on retail structured products without collecting sufficient information and considering th...
INDUSTRY NEWS
A former CBA planner allegedly forged client signatures to meet the requirements of CBA’s internal audit process, following an ASIC investigation....
INDUSTRY NEWS
An advice firm which allegedly gave conflicted advice has been ordered by a court to pay back the lost SMSF monies. ...
INDUSTRY NEWS
Midwinter and Suitebox’s remote meeting capability now allows advisers to bring up their opt-in document electronically....
INDUSTRY NEWS
Investors looking for tax-effective savings options other than superannuation may find investment bonds a useful alternative....
INDUSTRY NEWS
ASIC has permanently banned a NSW financial services licence holder from providing financial services after it found he was convicted of multiple counts of fraud and othe...
INDUSTRY NEWS
Selections will be critical to the success or otherwise of the Professional Standards Body covering the financial planning industry....
INDUSTRY NEWS
Changes to superannuation in the Budget that may result in changes to clients’ financial plans is a cause for consternation for planners and their clients, the FPA said. ...
INDUSTRY NEWS
Law changes incentivise Australians to declare bankruptcy as the new law would reduce the default period from three years to 12 months, according to personal insolvency e...
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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...