COMPLIANCE

Financial planning

Minister for revenue and assistant treasurer Mal Brough has sought to reassure employers that they will not be unnecessarily burdened by choice of fund requirements, incl...

Financial planning

In what represents one of the largest corporate superannuation outsourcing arrangements ever to occur in Australia, the big News Limited superannuation fund, NewsSuper, h...

Financial planning

The Financial Planning Association will offer an assessment and quality accreditation facility for entry level financial education providers, inching the association a st...

Financial planning

Reforms to Australia’s financial services sector have left the country’s capital markets in a better position than most other OECD nations, according to a new report from...

Superannuation

People running self-managed superannuation funds need to review their position with respect to compliance at least three or four times a year, according to specialist sup...

Financial planning

Financial planners providing tax advice have come under the spotlight of the Australian Securities and Investments Commission who released new guidance today to ensure pr...

Financial planning

The Australian Securities and Investment Commission has worked looming conflict of interest legislation into its licensing regime by updating two of its licensing guides....

Financial planning

BT Financial Group has developed a new software program that channels superannuation contributions to various funds in an attempt to lighten the administrative load that ...

Superannuation

The SMSF Professional’s Association of Australia has launched a new accreditation program for advisers, pre-empting Australian Taxation Office plans to double the number ...

Financial planning

The Association of Superannuation Funds of Australia has warned the Federal Government that legislation exempting employers from reporting quarterly to employees on their...

Financial planning

Tower-owned advice firm Bridges Financial Services has lost its chief executive Chris Wren following an executive make-over of the Trans-Tasman firm’s wealth management a...

Financial planning

MMC Asset Management has provided an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) following an investigation into unsolicited of...

Financial planning

Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...

Financial planning

Knowledgeable industry commentators are saying the values of planning businesses have dropped considerably for three key reasons....

Financial planning

Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago