FINANCIAL PLANNING

INDUSTRY NEWS

Investors who back start-ups in their infancy will receive tax breaks under crowd-funding legislation proposed by the Government....

INDUSTRY NEWS

The latest Wealth Insights data has revealed a slump in adviser sentiment to levels not seen since 2012....

INDUSTRY NEWS

Positive Wealth Management division outcomes have helped drive the Commonwealth Bank to a $4.8 billion half-year result....

INDUSTRY NEWS

Over 50 per cent of Aussies would consider breaking up with their partner if they knew their partner was in a bleak financial situation, according to a survey....

INDUSTRY NEWS

Charter Hall Group is rolling out automatic data feeds to its financial advisers for exporting client and transaction information through XPLAN....

INDUSTRY NEWS

An Olympian has called for men in financial services industry to help champion and mentor women in the industry as they are not seen in representative numbers....

INDUSTRY NEWS

US expats should seek financial advice before renouncing their citizenship in response to the Foreign Account Tax Compliance Act....

INDUSTRY NEWS

A property adviser who took a 10-year advance on his salary to pay off a personal debt has been banned from engaging in credit activities for four years....

INDUSTRY NEWS

Synchron and AIA have come together to create a fixed term level product to meet the changing needs of advisers and clients....

INDUSTRY NEWS

An accounting firm and a financial planning firm have joined GPS Wealth ahead of the scrapping of the accountants’ exemption on 1 July....

INDUSTRY NEWS

Colonial First State (CFS) has launched a new mobile app which it claims will help financial advisers provide better service for their clients....

INDUSTRY NEWS

The Prime Minister, Malcolm Turnbull has denied reports the Government intends abandoning its timetable for lifting the superannuation guarantee to 12 per cent....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

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

1 week 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks ago