Midwinter and SuiteBox have teamed up to provide virtual advice software for advisers who find it difficult to have regular face-to-face meetings with clients....
AustralianSuper public sector members are now eligible for early release of super and insurance payouts if they have a life expectancy of up to 24 months....
NAB has urged the simplification of advice tax deductibility rules as part of a raft of recommendations dealing with economic security for women....
Regulatory reform is needed to enable the planning industry to develop of a wider range of retirement income products to address longevity risk, the CBA believes....
Super funds have been leveraging the Australian dollar decline, according to the latest NAB Superannuation FX Survey....
The Financial Services Council brands Labor Senators ‘desperate’ and ‘feeble’ for attacking APRA executive, Helen Rowell....
With few places to hide, many investors have been forced to take greater risks to secure returns, leaving them exposed when the tide turns, a funds manager warns....
Super and non-super reforms are needed to address the gender gap in retirement, CBA believes....
Vanguard is the most used fund manager by Australian financial planners, as planners seek greater diversification and cost effectiveness of their client portfolios....
Assistant Treasurer, Kelly O’Dwyer says it is wrong to suggest Australians can use the current super regime to amass multi-billion dollar balances....
Life/risk advisers urged to get their paperwork in order if they want to ensure grandfathered arrangements under the new Life Insurance Framework....
ANZ will pay approximately $13 million in compensation after failing to accurately apply bonus interest to customers’ Progress Saver Accounts for a number of years. ...
Specialist advice and legal document provider, Topdocs, has unveiled a new registration tool to help advisers streamline applications when processing self-managed super f...
Sentiment amongst Australia’s company directors has risen to its highest level in two years following the recent appointment of Malcolm Turnbull as Prime Minister....
CBA will be the Australian Technology Park’s anchor tenant, following the successful acquisition of the site by Mirvac, AMP Capital and Sunsuper....
A claimed lack of innovation in the financial planning software sector has seen independently-owned advice group, Infocus Wealth Management, develop an in-house managed a...
The ATO is reviewing private company partnerships that enable individuals to access business profits without paying ‘top-up’ income tax at their marginal rates of tax....
Rice Warner predicts 60 per cent will become the ultimate LIF default and that other major banks may emulate NAB in exiting life insurance manufacturing....
Leading research houses, Lonsec and Zenith Investment Partners both rated Lazard Asset Management’s flagship Select Australian Equity Fund as “highly recommended”....
NAB Asset Management has announced that former State Street Global Adviser head of strategy, Bernard Reilly, will join the leadership team....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...