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Financial planning

With the aim of growing its financial planner and mortgage broker network, Australian Capital Home Loans has launched its independent financial planning arm, Australian C...

Superannuation

The Self-Managed Superannuation Fund Professionals' Association (SPAA) has laid out the case for the increased recognition of professional SMSF auditors....

Financial planning

Financial services legal consultants Gold Seal Legal and Gold Seal Risk Management Services are rebranding as The Fold....

Superannuation

SMSF trustees need to make sure loans are 'real' loans and not 'financial accommodations' to ensure they are compliant....

Financial planning

ASIC has cancelled the Australian financial services licence of Lion Advantage and banned its chief executive David Hickie from providing financial services for two years...

Financial planning

The Australian Securities and Investments Commission (ASIC) has issued guidance to promoters of 'crowd funding' in order to provide clarity on arrangements that may fall ...

Life/Risk

Some boutiques are not providing professional indemnity cover to new advisers according to Townsend Business and Corporate Lawyers....

Financial planning

BMW has been ordered by ASIC to repay $1,392,667 to customers after the car financer breached the National Credit Code....

Financial planning

ASIC has released new disclosure benchmarks and principles for infrastructure entities in order to provide retail investors with a better understanding of the associated ...

Financial planning

ASIC has released new disclosure benchmarks and principles for infrastructure entities in order to provide retail investors with a better understanding of the associated ...

Financial planning

In an effort to meet the Federal Government's short-form product disclosure statement (PDS) reforms, MLC has released simpler short-form documents for three of its leadin...

Financial planning

In an effort to meet the Federal Government's short-form product disclosure statement (PDS) reforms, MLC has released simpler short-form documents for three of its leadin...

Policy & Regulation

Professional Investment Services (PIS) warns that Shorten's approach of introducing FOFA in tranches has inherent dangers....

Superannuation

The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...

Financial planning

The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

4 days 10 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks ago