FINANCIAL PLANNING

INDUSTRY NEWS

The Auditor General has urged a first principals review of a Federal Government financial information service that has been left largely unscrutinised since 1989....

INDUSTRY NEWS

A Legion club that fell victim to a fraudster who claimed to be a “financial adviser” will have to pay legal costs for another client of the self-proclaimed adviser....

INDUSTRY NEWS

Martin Goss has been internally appointed as Willis Towers Watson’s director of investments for Australia....

INDUSTRY NEWS

Investigations into former Macquarie Equities advisers are set to continue after a review of post-EU reforms show no signs of inappropriate advice....

INDUSTRY NEWS

A survey of financial planners has revealed an overwhelmingly negative response to the Federal Budget changes....

INDUSTRY NEWS

Family trusts may suddenly seem more attractive in light of the changes to the superannuation system in the Federal Budget, according to HLB Mann Judd. ...

INDUSTRY NEWS

The ability to roll over unused concessional caps over five years will help people play catch-up with their super, AIST believes....

INDUSTRY NEWS

Early analysis suggests the Budget changes to the TTR will simply see clients exiting the regime....

INDUSTRY NEWS

A Western Australia-based financial planner's ability to retain his accreditation will be left up to ASIC after failing to secure a spent conviction relating to a breach ...

INDUSTRY NEWS

TAL launches initiative for cover to be increased online, without underwriting or paperwork....

INDUSTRY NEWS

The Financial Services has given the Federal Budget a mixed reaction, welcoming some changes and condemning others as misdirected....

INDUSTRY NEWS

The Federal Budget will deliver key changes to the Transition to Retirement (TTR) settings....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 6 days 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 ...

2 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...

2 weeks 3 days ago