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FINANCIAL PLANNING
INDUSTRY NEWS
An industry consultant is predicting a steep increase in costs around SMSFs making small APRA funds an increasingly viable alternative....
INDUSTRY NEWS
A former Aussie mortgage broker is facing a potential jail sentence over allegations she falsified loan applications totalling $2.7 million....
INDUSTRY NEWS
Industry fund trustees and executives believe SMSFs are not being appropriately regulated by the ATO and should fall under the watch of APRA....
INDUSTRY NEWS
The number of people intending to place their first FX trade in the next 12 months climbed by 60 per cent, compared to the previous year, according to Investment Trends....
INDUSTRY NEWS
Australians who seek financial advice are more confident that they will be able to support themselves through retirement without Government support, research reveals....
INDUSTRY NEWS
The major banks, AMP and IOOF have been singled out as licensees for accountants to avoid if they have an eye to issues such as succession planning....
INDUSTRY NEWS
Dreams of passing wealth on to the next generation to enable them to enjoy a better lifestyle are likely to be shattered in the years ahead, research reveals....
INDUSTRY NEWS
Client engagement platform, AstuteWheel is joining with non-for-profit fintech hub Stone and Chalk to expand business to overseas....
INDUSTRY NEWS
Trio Capital’s direct and SMSF investors not covered by the SIS Act will not be further compensated by the Government....
INDUSTRY NEWS
The FPA has launched a national campaign backing the value of the Certified Financial Planning designation. ...
INDUSTRY NEWS
ASIC has secured orders restraining a property developer from promoting an “investment proposal”, which sought to counsel investor to breach the ASIC Act....
INDUSTRY NEWS
Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....
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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...