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Financial planning
Five professional bodies had teamed up to help Australians receive easy access to professional advice, given the COVID-19 pandemic....
Financial planning
The Assistant Minister for Superannuation, Financial Services and Financial Technology, Senator Jane Hume has welcomed the changes by the corporate regulator to assist co...
Financial planning
The corporate watchdog has announced three temporary relief measures to help consumers receive affordable and timely financial advice during the COVID-19 pandemic....
Financial planning
Advised Australians are seeing their financial advisers as a life coach in tough times, according to MLC Wealth....
Financial planning
The Australian Securities and Investments Commission has signalled at least some flexibility around how advisers gain consent from clients to deduct fees from their super...
Financial planning
Compensation paid by the six largest banking and financial services institutions for fee-for-no-service and non-compliant advice is at $749.7 million, according to the co...
Financial planning
The Australian Institute of Superannuation Trustees says the Australian Securities and Investments Commission report into financial advice by superannuation funds highlig...
Financial planning
The quality of advice provided by retail funds and industry funds have been found to be similar, according to the Australian Securities and Investments Commission....
Superannuation
Confidence and satisfaction levels among retirees who have entered advice partnerships are high and the impact of expert financial advice should not be underestimated, ac...
Tools & guides
David Barrett looks at the complexity of the tax (financial) advice regime....
Financial planning
The Commonwealth Bank intends staying in the advice market despite its recent close-down of aligned advice and the sale of Count Financial, according to its chief executi...
Funds management
IOOF's funds under management, advice and administration increased by $4.2 billion in the third quarter of 2019 despite industry-wide impacts....
Superannuation
Retirees with meaningful balances using a minimum drawdown strategy are too conservative with spending but super funds are limited when it comes to giving advice, Willis ...
Financial planning
Providing advice with respect to Self-Managed Superannuation Funds is complex and something deserving deeper analysis than the current review of the Tax Practitioners Boa...
Financial planning
The Australian Securities and Investments Commission has signalled a tougher and more targeted approach to advice within superannuation....
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Podcast
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...
So we are now underwriting criminal scams?...