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Ex-pats are being urged to seek advice as OECD regulations come into effect enabling global regulators to share financial account information....

Policy & Regulation • 2 February 2016

Members need to think twice about establishing SMSFs if all they are going to do is sit in cash, managed funds, and a few shares, Perpetual Private warns....

Financial planning • 2 February 2016

Accountants will not be replaced by computerisation as automated data entry cannot replicate lateral and creative thinking, MGI believes....

Accounting • 2 February 2016

Paul Barrett’s Italian-backed AZ NGA has further grown its presence with the acquisition of Melbourne-based former RI firm, Empowered Financial Planners....

Financial planning • 2 February 2016

netwealth has been named the number one platform for functionality in a platform market increasingly seeking to compete to meet advisers’ needs....

Financial planning • 2 February 2016

Sixty-nine clients of the Commonwealth Bank of Australia’s financial planning arms have accepted 69 per cent of the $2.9 million offered for poor advice....

Financial planning • 2 February 2016

Wealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis....

Financial planning • 2 February 2016

Research and ratings house, Zenith, has awarded AllianceBernstein’s Global Equities Fund a ‘recommended’ rating....

People & Products • 3 February 2016

Law firm, Barry.Nilsson. grows Sydney-based specialist insurance team with four new appointments....

People & Products • 3 February 2016

Former Investa Office chief executive, Campbell Hanan has joined Mirvac as head of office and industrial....

People & Products • 3 February 2016

OneVue recruits former JP Morgan staffer, Richard Harris-Smith, to head up its fund services business....

People & Products • 3 February 2016

Bendigo and Adelaide Bank has appointed former Treasury deputy secretary, Jan Harris, to its board....

People & Products • 3 February 2016

TAL chief executive, Brett Clark has been appointed to the board of the Financial Services Council....

People & Products • 3 February 2016

Accounting administration software provider, Class, has partnered with Depreciator to deliver data accuracy and boost depreciation schedule efficiency....

Accounting • 3 February 2016

ASIC has released guidelines about new protections for small businesses from “unfair contract terms” with the new legislation set to be in force from 12 November this yea...

Policy & Regulation • 3 February 2016

The global pension world has moved toward defined contributions, demands on investment talent, and governance improvements, according to Willis Towers Watson....

Superannuation • 3 February 2016

Many Australians do not value the importance of estate planning, while half die without a valid will, according to HLB Mann Judd....

Financial planning • 3 February 2016

The Federal Treasury has revised downwards its estimate of the cost of super tax concessions but the industry believes they are still being over-stated....

Superannuation • 3 February 2016

ANZ will transition advisers away from its Oasis wrap to a new platform developed in partnership with Macquarie Investment Management....

Financial planning • 3 February 2016

The Financial Planning Association has sought a “grace period” within the LIF transitionary arrangements to cover delays in policy activation....

Financial planning • 3 February 2016
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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. ...

5 days 21 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 1 day 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 1 day ago
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