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Superannuation
Some SMSF compliance rules are discriminatory, lack logic and are unnecessary, according to Chan & Naylor's Ken Raiss....
Policy & Regulation
ASIC has outlined its regulatory approach on the key questions of best interests and scaled advice, including the "safe harbour" elements....
Superannuation
A global investor study by the State Street Centre for Applied Research has found that a significant number of Australian investors harbour serious concerns over upcoming...
Financial planning
The best interests duty appears to have regulatory deficiencies which could be described as the elephants in the room, according to David O’Reilly....
Financial planning
There are terms hidden in the upcoming Future of Financial Advice (FOFA) legislation that every financial planner must be familiar with. ...
Financial planning
New State Street research points to Governments spooking investors who then fail to act in their own best interests....
Financial planning
The Financial Planning Association has announced changes to its Code of Professional Practice in order to bring it in line with the Australian Securities and Investment C...
Financial planning
BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....
Financial planning
Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...
Editorial
ASIC has been handed a mammoth task in delivering FOFA, underscoring the tiny window available to the financial services industry to prepare for the new regulatory regime...
Financial planning
There is some concern in the industry about the language used by ASIC in its consultation papers on the delivery of financial advice....
Policy & Regulation
ASIC signals it will apply the same rules to both scaled and holistic advice....
Financial planning
The push to create scale through superannuation fund mergers is anti-competitive says Club Plus chief executive Paul Cahill....
Life/Risk
Financial Services Council chief executive John Brogden has announced a new life insurance sales policy revolving around the clawback of commissions if a policy lapses in...
Policy & Regulation
The regulator has confirmed scaled advice can be provided under best interests duties outlined in Future of Financial Advice changes....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...