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AUSTRALIAN FINANCIAL SERVICES
Financial planning
ASIC has permanently banned Southport-based former financial adviser, Grant Patrick Thompson, from providing financial services....
People & Products
AIA Australia has named Damien Mu, General Manager, Life Insurance of AIA Australia, as its next chief executive officer. ...
Financial planning
Financial services firms concerned about compliance may be better off sharing a licence with other parts of the business, a specialist lawyer says. ...
Superannuation
ASIC grants relief to super fund’s advisory arm to reduce advisor exposure to personal liability....
Financial planning
Real estate agents, mortgage brokers, bank employees and SMSFs should all be subject to common regulation, according to Chan and Naylor’s David Hasib....
Financial planning
A $200 million class action could be brought against the Commonwealth Bank-owned Financial Wisdom on behalf of thousands of investors who claim they lost money due to “ba...
Funds management
Australia and the United States have signed an agreement to reduce the burden on Australian financial institutions in adhering to the US’s Foreign Account Tax Compliance ...
Financial planning
ASIC has suspended the licence of failed debenture issuer and mortgage lender Provident Capital Limited....
Superannuation
Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....
Funds management
Australasian Wealth Investments’ subsidiary invests $250,000 into online investment advice and managed funds supplier...
Financial planning
The FSC has applauded the Japan-Australia free trade agreement as offering big opportunities for export expansion in financial services....
Accounting
Accountants are grossly miscalculating the cost of licensing their own SMSF advice business, with many expecting to pay around an eighth of the actual cost....
Financial planning
An enforceable undertaking is one of the major challenges that can confront a financial services business, writes Grant Holley, but it need not be a nightmare and can be ...
Financial planning
New research confirms superannuation has been the driver for financial services growth and that financial planners still suffer from negative perceptions....
Financial planning
Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...