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The Tax Practitioners Board has terminated the tax agent registrations of Wollongong tax agent for overclaiming expenses on behalf of their clients. ...

Policy & Regulation • 11 April 2019

The Australian Securities and Investments Commission is causing headaches for Australian Financial Services licensees by approving responsible managers despite there bein...

Policy & Regulation • 11 April 2019

Almost one million working Australians aren’t receiving superannuation and the often-cited cause of self-employment isn’t the only driver, with 43 per cent of these worke...

Superannuation • 11 April 2019

It’s considered to be the future of all investing – but many have yet to put their feet on the sustainability ladder....

Knowledge Centre • 11 April 2019

The Association of Financial Advisers has warned its members that product providers are unilaterally contacting clients regarding ongoing adviser fees and services....

Financial planning • 11 April 2019

Both the Australian Securities and Investments Commission and the Australian Prudential Regulation Authority have written to super funds asking them to prove they are not...

Superannuation • 11 April 2019

Integrity Life has strengthened its group and retail distribution teams with five new hires....

People & Products • 11 April 2019

New research from Raiz Invest has revealed many Australians are in the dark about the state of their personal finances....

Financial planning • 11 April 2019

Netwealth has reported a growth in its funds under administration by $2.1 billion at the end of March, which was helped by a growing number of new advisers who selected i...

Financial planning • 11 April 2019

Clime Investment Management has announced the addition of four new investment portfolios through OpenInvest platform....

Funds management • 11 April 2019

Westpac has appointed Ashley Stewart as acting general manager of advice to lead the transformation of the bank’s advice business....

Financial planning • 11 April 2019

The current slowdown in global growth is expected to create new investment opportunities for investors, according to the global asset manager PGIM....

Funds management • 12 April 2019

The global economy has shown some recovery, but there still is evidence of a looming recession and investors should be wary....

Funds management • 12 April 2019

Saxo Capital Markets has welcomed ASIC product intervention powers and reinforced the importance of responsible leverage....

Funds management • 12 April 2019

Politics has not managed to sway the All Ordinaries Index, as it continued to rise despite the Federal Budget announcement and the RBA’s interest rates discussion, accord...

Funds management • 12 April 2019

EDHEC-Risk Institute has explained a few reasons as to why the March projections for Fed Funds in the year to come were lower than the December expectations....

Financial planning • 12 April 2019

Assets under custody for Australian investors fell slightly in the last six months of 2018, dropping 1.2 per cent from the 30 June, 2018 total to hit $3.58 trillion....

Funds management • 12 April 2019

ASIC is putting the public’s retirement savings at risk and “kicking the can down the road” in deferring disclosure requirements on Choice products, a major industry body...

Superannuation • 12 April 2019

AMP Limited board member and SMSF Association founder, Andrea Slattery has announced her formal departure from the SMSF body....

People & Products • 12 April 2019

Australian financial services licensees that offer over-the-counter derivatives to retail investors overseas might be breaking overseas laws....

Policy & Regulation • 12 April 2019
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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

6 days 1 hour ago