FINANCIAL PLANNING

INDUSTRY NEWS

Providing unlicensed SMSF advice was one of the reasons Money Choice had its licence cancelled and its director banned by ASIC....

INDUSTRY NEWS

The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....

INDUSTRY NEWS

After already achieving its earlier target, Guardian Advice has announced new plans to grow adviser numbers to more than 300 by 2016....

INDUSTRY NEWS

The inclusion of specific funding for the Tax Practitioners Board sees the FPA writing to the Government for another extension....

INDUSTRY NEWS

The ATO has been funded to crack-down on the use of trust structures to avoid tax....

INDUSTRY NEWS

The Federal Budget has receive only a lukewarm response from the financial services industry despite the Government limiting its changes to superannuation to those announ...

INDUSTRY NEWS

As expected, the Government has limited its Budget support for the financial services regulators....

INDUSTRY NEWS

The Government has sought to use the Federal Budget to close off what it describes as a tax loophole that has allowed investors to indulge in so-called ‘dividend washing’...

INDUSTRY NEWS

In a move that was flagged ahead of the Budget and will please some sections of the financial services industry, the Government has moved to make deferred lifetime annuit...

INDUSTRY NEWS

The case against Westpoint Group directors Norman Carey and Graeme Rundle has officially been dropped by the District Court of Western Australia. ...

INDUSTRY NEWS

Equity Trustees claims revised offer better value than Perpetual bid....

INDUSTRY NEWS

If an investor does not understand a product they should not buy it, even if their financial planner recommends it, according to ASIC Chairman Greg Medcraft. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 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 1 day ago

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

1 week 5 days ago