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Arlene Caolboy has been fined $40,000 for claiming she was a registered tax agent and unlawfully providing tax agent services....

Financial planning • 11 November 2020

A Rice Warner report, to be launched later this month, will look at when self-managed superannuation funds are most cost-effective....

Superannuation • 11 November 2020

The 60/40 split between equities and bonds has been a reliable strategy for mixed asset allocators in the past, but the new market environment has challenged the future o...

Funds management • 11 November 2020

A designation of work by two Griffith University academics as “consultancy/commercial research” has raised questions about the status of a 2018 submission to the Financia...

Financial planning • 11 November 2020

In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...

Financial planning • 11 November 2020

Assets in exchange-traded funds increased in October by four times as much as in September, taking one Australian equities ETF to more than $6 billion in assets....

Funds management • 12 November 2020

Reasons cited by Aussies for not investing included a preference to keep money in a bank account, belief it was too risky and lack of financial education. ...

Funds management • 12 November 2020

While initial public offering listings have fallen overall this year, one firm which went ahead with its Australian Securities Exchange float has returned 200% since its ...

Funds management • 12 November 2020

As markets react to the news of a successful COVID-19 vaccine trial from US pharma Pfizer and German biotech firm BioNTech, there are just three funds holding these stock...

Funds management • 12 November 2020

The cost-efficiency and easy access to the market has helped increase exchange traded fund trading activity during the COVID-19 pandemic, according to ETF Securities. ...

Funds management • 12 November 2020

Superannuation funds could be rewarded in investment performance by tax-managing its responsible investing while holding companies to account, according to Parametric. ...

Superannuation • 12 November 2020

The collaboration aims to better understand and improve the current state of mental health of financial advisers in Australia....

People & Products • 12 November 2020

There could be ‘losers’ from the creation of a COVID-19 vaccine as a return to normal life could be negative for certain stocks which have seen their share prices rise st...

Funds management • 12 November 2020

All 10 recommendations from the interim report released in February have been reaffirmed by the final report on the regulation of auditing in Australia....

Policy & Regulation • 12 November 2020

A link has been uncovered between the Australian Securities and Investments Commission’s Consumer Advisory Panel and a key submission regarded as highly supportive of the...

Financial planning • 12 November 2020

Enforcing the law against advisers is all part and parcel of building consumer confidence in the financial planning industry, according to the Australian Securities and I...

Financial planning • 12 November 2020

Aon Australia national director of commercial sales, Chris Carey, has been appointed to the newly-created role at the financial advisory firm....

People & Products • 12 November 2020

In collaboration with Aged Care Steps’ Accredited Age Care Professional Program, the program will offer further specialist training for advisers. ...

Financial planning • 12 November 2020

The Australian Securities and Investments Commission is investigating a range of investment switches undertaken by trustees and executives of major superannuation funds. ...

Superannuation • 12 November 2020

John Ciacciarelli explores the tax implications of running a small business and the relief measures available to help business owners with the costs....

Tools & guides • 12 November 2020
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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 1 day 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 1 day 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....

2 weeks 3 days 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 ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week ago