FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Services Council has appointed three new board directors, including Geoff Lloyd, FSC director from 2008-10....

INDUSTRY NEWS

The Federal Government's proposed reforms to the tax treatment of deferred lifetime annuities represents a "water-shed" moment says Towers Watson's Andrew Boal, but furth...

INDUSTRY NEWS

Super funds warned to more closely monitor intrafund advice outsourced to planning firms....

INDUSTRY NEWS

The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...

INDUSTRY NEWS

A financial adviser has been battling with TAL for more than two years over the commission arrangements surrounding one of his clients....

INDUSTRY NEWS

Commonwealth Financial Planning changes planner remuneration, ending trailing commissions. ...

INDUSTRY NEWS

The Board of Taxation has finished its report into equity of tax treatment between conventional and Islamic finance products....

INDUSTRY NEWS

Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time, according to Elixir Consulting’s Sue Viskovic....

INDUSTRY NEWS

FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....

INDUSTRY NEWS

NAB chief economist, Alan Oster questions validity of RBA economic outlook....

INDUSTRY NEWS

ASIC has banned a Sydney-based mortgage broker from engaging in credit activities for five years and cancelled his Australian credit licence....

INDUSTRY NEWS

The Government’s failure to adequately respond to industry representations concerning the reverse mortgage sector has continued to affect supply in the sector, according ...

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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....

5 days 16 hours 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...

2 weeks 6 days ago

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

1 week 3 days ago