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Superannuation
The Australian Tax Office has issued a stern warning to the 560,000 Australians managing their own super by releasing guidelines clearly outlining instances in which trus...
Financial planning
Two of the industry’s largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...
Financial planning
A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....
Financial planning
AXA Australia has raised the level of competition in the rapidly growing low-cost platform arena with the formal unveiling of its anticipated new baby wrap today - Genera...
Financial planning
Zurich Financial Services has recruited former AMP head of e-business Barry Tomkinson to a key executive posting focused on strategy, in what represents a pointed effort ...
Financial planning
The Securities Institute has extended the industry reach of its National Council with the appointment of Grant Samuel corporate adviser, Malcolm McComas....
Financial planning
The recent terse exchange between the Financial Planning Association and the Australian Investors Association revealed some of the deeper held suspicions relating to soft...
Financial planning
The financial services industry is bracing itself against the potential crippling cost of having to identify more than 9 million investors ahead of the Federal Government...
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
Financial planning
The Federal Government has acknowledged inherent flaws within the new Financial Services Reform regime are largely due to the legislation being principle-based rather tha...
Financial planning
From write-downs to shedding staff, it has been a tough couple of years for Tower, but as Ross Kelly reports, things are looking up....
Life/Risk
The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...
Financial planning
Aon Australia has commenced a program to grow its two financial planning arms by leveraging off its strong presence in the small to medium enterprise (SME) market by enco...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
Financial planning
Risk insurance group PrefSure Life will cut its ties with up to 1500 financial planners choosing instead to focus on a core group of 45 advisers, saving $3 million in exp...
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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...