POLICY & REGULATION

INDUSTRY NEWS

CPA Australia has caused consternation by rolling financial planning/advice services into its Public Accounting Service definition....

INDUSTRY NEWS

The Association of Financial Advisers has queried the validity of paperwork supporting calls for an extraordinary general meeting to pursue constitutional change....

INDUSTRY NEWS

Federal Treasurer, Scott Morrison, is maintaining his stance that there can be no concessions around the $500,000 concessional cap in the absence of real Budget savings....

INDUSTRY NEWS

The Minister for Revenue and Financial Services, Kelly O’Dwyer, accused the opposition of selectively and wrongly utilising Financial Ombudsman Service data to push for a...

INDUSTRY NEWS

A recent WA Supreme Court decision has established a precedent for TPD claimant rights in circumstances of bankruptcy....

INDUSTRY NEWS

The Australian Taxation Office has revealed the challenges and costs associated with implementation of the Government’s Budget super changes, particularly non-concessiona...

INDUSTRY NEWS

Those calling for an extraordinary general meeting of the AFA to change the constitution over LIF have taken to social media to rally support....

INDUSTRY NEWS

The ATO has warned large companies and multinationals against contrived arrangements to avoid or minimise their tax, following an investigation. ...

INDUSTRY NEWS

Industry Super Australia wants the banks to be subject to rules which impose a duty to ensure customers are left better off when moving super funds....

INDUSTRY NEWS

ASIC’s latest enforcement report had revealed the degree to which its Wealth Management Project identified issues within CommBank, NAB and Macquarie Bank....

INDUSTRY NEWS

BT Financial Group’s Bryan Ashenden argued that TTR strategies would remain valid despite the Budget changes....

INDUSTRY NEWS

The latest Four Corners report detailing problematic TPD claims-handling have served to reinforce the value of good life/risk advisers....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo