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The Government has moved to raise the concessional tax rate for superannuation balances exceeding $3 million from 15% to 30%, which has received mixed feedback from indus...

Policy & Regulation • 28 February 2023

Creating a charitable arm to your firm expands the ways you can support everyday Australians, shares this adviser. ...

Financial planning • 1 March 2023

Homeownership is no longer the predominant metric of wealth in Australia, according to new research from financial services giant AMP....

Financial planning • 1 March 2023

Fraser Herd, former managing director of employed advice at AMP, has been appointed distribution manager at Pengana for the NSW region....

People & Products • 1 March 2023

The “green superpower” has benefited from a surge in demand from ESG investors, despite continued concerns over the country’s social and governance practices. ...

Funds management • 1 March 2023

The latest monthly inflation and GDP figures have surprised markets with weaker than expected growth. ...

Funds management • 1 March 2023

Investors in Australia witnessed record dividend payouts in the past year, largely from the mining and banking sector, according to the Janus Henderson Global Dividend In...

Funds management • 2 March 2023

Investment return expectations across asset classes are “far better” than they’ve been for years, according to the investment research and portfolio solutions provider. ...

Funds management • 2 March 2023

New research by Desktop Broker has explored the key themes that would influence modern financial advisory firms and determine their growth trajectory in the years ahead....

Financial planning • 2 March 2023

Australia’s educated workers have benefitted from a tight labour market and improved job flexibility but later retirement comes with its own policy implications, say econ...

Financial planning • 2 March 2023

A Business Health survey has looked into benefits packages currently offered by firms, including incentive and bonus schemes and average adviser earnings....

Financial planning • 2 March 2023

Financial services firms were among seven entities reviewed by the regulator as part of its work to develop corporate guidance for whistleblower protection....

Policy & Regulation • 2 March 2023

A Senate committee has called into question ASIC deputy chair Karen Chester's capacity to serve amid “mixed” evidence presented to a Senate committee regarding alleged m...

Policy & Regulation • 2 March 2023

Per statements to the ASX, it would be pushed to at least mid-March as AMP awaited outstanding regulatory approval from China. ...

Funds management • 2 March 2023

The adviser market seemed to be stabilising for the first time in many years, with no new licensees commencing or closing in the week to 2 March. ...

Financial planning • 3 March 2023

The global asset manager is touting investment in value stocks in response to expectations of a longer than anticipated monetary policy tightening cycle. ...

Funds management • 3 March 2023

The education provider has opened applications for 12 Women in Finance scholarships, marking the third year of the initiative. ...

Financial planning • 3 March 2023

The Albanese government’s proposed changes to super tax breaks risks unintentionally burdening half a million Australians, according to a new analysis from a peak industr...

Policy & Regulation • 3 March 2023

The digital advice service has appointed Ian Knox as chairperson, replacing former MP and FOFA chair, Bernie Ripoll....

People & Products • 6 March 2023

Australian professionals are expecting an earnings fillip this year, reaping the benefits of a competitive labour market, according to new research....

Financial planning • 6 March 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago