Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....
Equity Trustees will extend the closing period for its take-over offer for The Trust Company to 30 September, citing its revised offer to Trust and a pending review of a ...
The NSW Court of Appeal has rejected a bid by three of Perennial’s directors to extract a multi-million dollar loss of control payment from IOOF. ...
The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
ASIC has raised concerns about the standard of record-keeping practices of a number of Australian credit licensees. ...
UBS has paid $30,000 in relation to an infringement notice from the Markets Disciplinary Panel. ...
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
CommInsure launches new service aimed at speeding up coverage for Colonial First State clients. ...
The new Federal Treasurer, Chris Bowen, will be a keynote speaker at the forthcoming Financial Services Council conference....
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...