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Tax agents are resisting the ATO’s push for taxpayers to use its online myTax service this tax season....

Accounting • 24 September 2015

Advisers looking to join the AMP Adviser Academy will have to meet increased entry standards, as the company pushes to boost professional standards....

Financial planning • 24 September 2015

Accountants have welcomed the Government’s proposal to reduce the SG late payment penalty, believing the penalty is unreasonable....

Superannuation • 24 September 2015

ASIC said documentation won't change consumer biases and behaviours, and has called on institutions to lead consumers to appropriate choices while examining their own cul...

Financial planning • 24 September 2015

Consumers are most interested in knowing the difference between industry and retail super funds, super fees, and life insurance within super, according to CANSTAR....

Superannuation • 24 September 2015

Industry funds held significantly more pension members than retail funds but risked losing them due to a large advice capability gap. ...

Financial planning • 24 September 2015

ASIC has banned a life insurance adviser for three years after he did not meet adviser standards expected and failed to comply with financial services law....

Life/Risk • 24 September 2015

ASIC has accepted an EU from a former Millennium3 representative, and an AMP representative father-son duo following concerns over their compliance with the law. ...

Financial planning • 24 September 2015

Shifting customer preferences and a changing regulatory landscape could significantly reduce market share for financial services incumbents, according to Deloitte....

Funds management • 25 September 2015

ChAFTA has opened the flood gates for Chinese investments and due diligence has become more relevant, according to a risk solutions firm....

Financial planning • 25 September 2015

Shifts in the corporate landscape are creating good sources of alternative investments, according to a boutique fund manager working in the region....

Funds management • 25 September 2015

AZ Next Generation Advisory, has announced its fourth acquisition in five months, bringing its total assets under management to $1 billion....

Financial planning • 25 September 2015

ASIC received 970 AFSL applications during the January-June period, with nine licences suspended and a further 98 cancelled....

Financial planning • 25 September 2015

There’s a natural tradeoff between yield and risk....

Knowledge Centre • 28 September 2015

Wealth management and retirement solutions specialist Mercer has unveiled a new customer management platform geared at simplifying the superannuation channel experience....

Funds management • 28 September 2015

Financial advisers and investors will have greater access to five of ANZ ETFS’s funds, through HUB24’s super menu....

Funds management • 28 September 2015

All retail managed funds recorded a negative growth rate for the June quarter, but managed to finish the 2014/15 financial year with a strong 10.1 per cent growth....

Funds management • 28 September 2015

IPA chief executive, Andrew Conway, is urging the Federal Government to take conclusive action regarding the Harper Review to achieve real competition policy reform....

Accounting • 28 September 2015

The Queensland Local Government Superannuation Board has been ordered to disclose advice it received in relation to a TPD claim by a former Gold Coast City Council employ...

Life/Risk • 28 September 2015

Vision Super has seen almost a 70 per cent increase in financial advice meetings with members since last year....

Superannuation • 28 September 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’...

1 week 6 days 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. ...

6 days 16 hours 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 2 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 2 days ago
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