CHANGE

Features

Mike Taylor writes that new research and real-time market realities have pointed to the significant changes now confronting financial planners....

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Editorial

The Royal Commission when combined with the Federal Election will dictate significant change for financial planners in 2019. ...

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Financial planning

As changes to superannuation contribution rules come into effect, advisers with older clients should be aware of the strategy options these and other legislative changes ...

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Accounting

Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF clients under the new licensing rules....

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Financial planning

The AFA has a new focus on adaptive practices for advisers entering the new financial year and will incorporate a new framework for financial advice....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days 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 ago

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

9 months 2 weeks ago