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Financial planning
The Financial Planning Association has clashed with the Australian Investors Association over the latter accusing the FPA of making false and misleading statements along ...
Financial planning
The Australian Securities and Investments Commission (ASIC) will crack down on shoddy financial reporting to ensure accounting standards are met as a key focus in its 200...
Financial planning
The Australian Securities and Investments Commission (ASIC), the Australian Prudential Regulatory Authority (APRA) and the Australian Tax Office (ATO) will walk away from...
Financial planning
The new generation of high performance BDMs will be highly sought after in the market, but require more support than their predecessors, PETER DAWSON says....
Financial planning
The ‘very poor’ ratings received by some dealer groups in the ACA/ASIC shadow shopping survey has led them to rethink how they operate. BEN ABBOTT investigates....
Financial planning
While the ACA/ASIC Quality of Advice survey may have come as no surprise to the FPA, the planning industry is still reeling from the fallout, as JULIE BENNETT reports....
Financial planning
Question: Is it compulsory for a self-managed superannuation fund (SMSF) to register for GST? If not, is there any advantage in doing so?...
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Superannuation
Asgard has expanded its service offering to include a self managed super fund (SMSF) adminsitration product, SuperLink, in a bid to stake a claim in the $109 billion do-i...
Financial planning
The Australian Securities and Investments Commission (ASIC) has ordered that a planner with the Bongiorno Financial Advisers group be prohibited from acting as a represen...
Financial planning
Platform provider Symetry has struck a deal that will see it distribute Customer Acquisition and Retention Management’s (CARM) Guided Planning System (GPS) to the 200 adv...
Financial planning
From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....
Financial planning
Zurich Financial Services Australia has bolstered its technical services team with the appointment of two specialists in response to adviser demand for additional regulat...
Financial planning
The Australian Investments and Securities Commission (ASIC) has obtained compliance and asset preservation orders from the Supreme Court of New South Wales against Elm Fi...
Financial planning
The Australian Securities and Investments Commission (ASIC) has issued five compliance guidelines to the market offering practical advice to operators of managed investme...
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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...