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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...
Financial planning
Fund managers and product providers may still fail to meet the deadline for compliance with the new dollar disclosure regime despite the Australian Securities and Investm...
Accounting
The Financial Planning Association (FPA) and the Investments and Financial Services Association (IFSA) have moved to head off a further bid by accountants to get a larger...
People & Products
Financial planning dealer firm Mawson Group chief executive Les mace has been appointed to head up subsidiary life adviser dealer group Aurora Financial Planning, which k...
Financial planning
The average Statement of Advice prepared by financial planners is full of jargon and unnecessary information, but lacking in key disclosure elements, an investigation by ...
Financial planning
The corporate watchdog has given a clear message that it is getting tough on licensing after it banned a Victorian man from the financial services industry for five years...
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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...