BT

Financial planning

Practices that will lose or are at risk of losing advisers next year will need to start recruiting now for a smoother handover for clients next year....

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Financial planning

There will not be any changes to the Financial Adviser Standards and Ethics Authority’s Standard 3 of the code of ethics this year as it is Treasury that will have to mak...

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Superannuation

Clients are likely to miss out if the Treasury Laws Amendment (More Flexible Super) Bill is delayed further as they may be too old to use bring-forward contributions befo...

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Financial planning

With the end of the financial year coming up, financial advisers need to have indexation, the downsizer contribution, bring-forward contributions, Pension Loans Scheme el...

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Financial planning

Principal Real Estate Investors will be the underlying active manager for BT Investment Solutions Global Property separately managed account, as part of the CoreSeries po...

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Superannuation

Consultants are handling an almost unprecedented number of corporate superannuation fund reviews, with the likelihood that industry superannuation funds will emerge as wi...

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Financial planning

The Australian Securities and Investments Commission has confirmed it is closely monitoring the delivery of financial advice by superannuation funds against the terms of ...

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Tools & guides

This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil...

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Financial planning

Westpac has confirmed that Panorama is amongst the assets under consideration for sale, but it continues to perform for the big banking group....

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Funds management

Westpac’s first-half results announcement has confirmed the brands still under consideration for sale as part of the big banking group’s Portfolio Simplification strategy...

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Financial planning

As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...

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Financial planning

While the Financial Advisers Standards and Ethics Authority will cease to exist from 1 January, 2022, its code of ethics will still be up for review as the guide is yet t...

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Funds management

There has been a “significant escalation” in the use of illiquid assets, according to BT, despite liquidity being “more important than ever” since the market dislocations...

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Features

The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....

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Financial planning

Advisers have said they would be unlikely to impose blanket bans on complex products but that making large allocations could affect their professional indemnity insurance...

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Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

16 hours ago
Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

1 day 16 hours ago
JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

1 day 20 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago