COMPLIANCE
People & Products
Boutique fund manager Solaris Investment Management has recruited another former Suncorp staffer to its team, with Lisa Domagala recruited to lift the firm's focus on ESG...
Financial planning
An Australian National Audit Office report has revealed that the inactivity of some large super funds has denied members access to the co-contribution regime....
Financial planning
Nearly 500 people were convicted of tax and superannuation offences in the first quarter of 2010 alone....
Superannuation
More details have been announced about the development of a new end-to-end service for the SMSF sector from superannuation software and compliance provider BGL Corporate ...
Financial planning
ASIC has agreed to extend the consultation period around dealing with market leaks and rumours....
Financial planning
The AFA has heightened its calls for financial advice to become tax deductible, while the NIA says Australia will have to wait for serious tax reform....
Financial planning
The $337.5 million boost in funding to the Australian Taxation Office (ATO) over four years is clear evidence that the Government believes businesses are avoiding their G...
Policy & Regulation
Older savers using interest-bearing products receive tax break....
Financial planning
The Government's Budget initiatives around the Johnson Report and tax cuts are welcomed by the financial services industry, but with some reservations....
Policy & Regulation
Accounting firm BDO has criticised the Government for not adopting a number of recommendations made by the Board of Taxation in relation to the tax reforms for managed in...
Financial planning
The Government's Budget initiatives around the Johnson Report and tax cuts are welcomed by the financial services industry, but with some reservations....
Financial planning
The Federal Government will draft regulation that will in effect reverse a Federal Court decision made in October last year that funded class actions are managed investme...
Superannuation
The Cooper Review has been warned that a substantial gap exists between the audit standards required by ASIC and those allowed with respect to SMSFs....
Financial planning
Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....
Financial planning
Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...