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The Australian Bankers’ Association has claimed the banking sector is paying its way by paying the most income tax of any industry in Australia...

Policy & Regulation • 31 March 2015

A Victorian auditor has entered an enforceable undertaking with ASIC never to apply for registration as an auditor again, after the regulator found numerous deficiencies ...

Financial planning • 31 March 2015

The FSC welcomed the Tax White Paper, and argued relying on corporate income tax to fund public services is not feasible....

Financial planning • 31 March 2015

A new agreement with BOQ Specialist with give AFA members personal banking solutions and offers catered for their profession along with discounts for professional develop...

Financial planning • 31 March 2015

Futuro has increased its dealer services fees but will rebate planners who make compliance changes to remove risk from their practices....

Financial planning • 31 March 2015

Industry Super Australia says the super tax concessions need to be explicity linked to retirement income policy objectives, not estate planning....

Superannuation • 31 March 2015

ASIC acknowledges dearth of PI providers and difficulties of smaller planning firms obtaining cover but claims market stable....

Life/Risk • 31 March 2015

Ironbark Asset Management has moved to acquire Certitude Global Investments....

Funds management • 31 March 2015

ASIC has launched its adviser register but has stated it has not vetted information added by advisers or their licensees...

Financial planning • 31 March 2015

A Commonwealth Bank Financial Planning employee has been banned from providing financial services for 18 months for creating false documents for client files....

Financial planning • 31 March 2015

ASFA questions whether the same tax concessions that are applied to lower super balances should be equally applied to individuals with very high levels of super....

Superannuation • 1 April 2015

Mercer promotes David Anderson and appoints Ben Walsh as managing director and market leader....

People & Products • 1 April 2015

Australasian Wealth Investments (AWI) chief executive Ben Heap will leave the group after a restructure which has resulted in Paul Clitheroe becoming executive chair....

Funds management • 1 April 2015

ASIC’s adviser register is not perfect, but is a better option than other existing adviser ratings websites, which have the potential to be manipulated, a former CBA weal...

Financial planning • 1 April 2015

The FPA has warned that the FSI and other recent recommendations may push confused consumers towards direct and group insurance....

Life/Risk • 1 April 2015

The Trowbridge recommendations need to be fully modelled before they are implemented, according to Synchron director, Don Trapnell....

Life/Risk • 1 April 2015

The Financial Planning Association has urged the introduction of a Practicing Certificate regime for financial planners....

Financial planning • 1 April 2015

Lonsec gives Principal Global Investors Investors Global Opportunities Equity Fund a “recommended” rating....

People & Products • 1 April 2015

Argo Investments declares intention to launch infrasructure-focused LIC....

People & Products • 1 April 2015

Nikko AM partners with Eurasia group on emerging markets approach....

People & Products • 1 April 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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