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SMSF industry told it must work harder to disprove myths. ...

Superannuation • 19 February 2015

The Assistant Treasurer has confirmed he will consult all relevant stakeholders in the advice sector before putting into place any recommendations around adviser standard...

Financial planning • 19 February 2015

A quarter of the generation Y group prefer going to friends and family for financial advice than professionals. ...

Financial planning • 20 February 2015

A Gold Coast accountant will serve an eight month sentence by way of an intensive correction order, after pleading guilty to misleading ASIC....

Accounting • 20 February 2015

The ABA is backing the Federal Government’s recommendation of co-regulation as a solution to FOFA issues....

Financial planning • 20 February 2015

Investors have never had more information at their finger-tips but that doesn’t mean they’re making better decisions....

Superannuation • 20 February 2015

ASIC deputy chairman, Peter Kell, says the regulator is not yet facing a rush by accountants to be licensed....

Financial planning • 20 February 2015

The Federal Treasury has taken the heat out of suggestions it’s Tax Expenditure Statements is a policy signal on super tax concessions....

Superannuation • 20 February 2015

ASIC has released updated guidelines regarding Enforceable Undertakings (EU) stating it would provide further details as to the level of compliance attained by groups iss...

Financial planning • 20 February 2015

Industry super fund, Cbus Super, has recouped almost 30 per cent of its investment in a Victorian business park, through the sale of three industrial facilities. ...

Life/Risk • 20 February 2015

ASIC banned former Provident Capital MD from managing corporations for five years and providing financial services for seven years....

Financial planning • 20 February 2015

The Assistant Treasurer, Josh Frydenberg says extensive consultation will occur before any changes to the super borrowing rules....

Superannuation • 20 February 2015

Australians do understand superannuation and are likely to reject any government interference in the current default super fund regime according to Shadow Minister for Fi...

Superannuation • 20 February 2015

Platform provider Praemium has posted its maiden underlying half year profit with growth in its SMA and funds management arms boosting the group...

Funds management • 23 February 2015

Industry fund financial services provider IFS has announced a new model where retail investors can access unlisted infrastructure investment ventures of IFM Investors....

Funds management • 23 February 2015

Suncorp Life promotes Andrew Mair to head distribution....

People & Products • 23 February 2015

Concerns over the threat posed by potential failures of FMIs to the financial services sector have prompted the Government to consult the industry. ...

Financial planning • 23 February 2015

NAB Wealth counters media reports saying that where problems with its planning arm have been identified it has acted and compensated those affected. ...

Financial planning • 23 February 2015

People with ulterior motives are misusing Treasury data to drive their own agendas, according to a Money Management roundtable....

Superannuation • 23 February 2015

Funding life insurance through super offers a number of advantages for both clients and advisers. However, maximising the cash flow and super benefits requires smart stra...

Knowledge Centre • 23 February 2015
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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 1 day 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 1 day 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 4 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 4 days ago
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