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Financial planning
Mary Ferizis outlines the key legislative changes regarding margin lending, and the impact the changes will have on financial advice....
Financial planning
The ATO's crackdown on the cash economy has succeeded in extracting an extra $127 million and identifying businesses under stress....
Superannuation
The National Institute of Accountants has accused the ATO and major superannuation funds of contributing to negativity around SMSFs....
Financial planning
Adviser-owned dealer group Australian Financial Services (AFS) has launched a new unified managed (UMA) service in conjunction with technology company OneVue and superann...
Financial planning
Cerulli predicted that only five master trust and wrap account providers would survive a round of price wars and industry consolidation by 2004. Is it possible they got t...
Editorial
It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...
Financial planning
Lenders, brokers and intermediaries dealing in consumer credit can now register for an Australian Credit Licence (ACL) under the new National Consumer Credit Protection A...
Superannuation
Fiducian's new self-managed super fund (SMSF) service has become the core of its administration platform....
Superannuation
The ATO has flagged a new service for SMSF professionals. At the same time, it has warned about continuing breaches regarding loans to members....
Financial planning
Another company external to Iress has begun consulting on the implementation of Xplan software....
People & Products
Professional Investment Services has announced the addition of four new members to its management team, with key research, compliance, adviser services and practice recru...
Life/Risk
Col Fullagar takes a look at compliance and administrative procedures and the way they can be effectively managed....
Financial planning
APRA has released a discussion paper that seeks to dramatically broaden its supervisory mandate to cover diverse financial conglomerates, which it considers are currently...
Financial planning
Advisers at Genesys Wealth have expressed their frustration over a perceived lack of support from the AXA-owned dealer group....
Superannuation
SMSFs appear to have heeded the ATO's warnings about compliance, but personal loans to SMSF members have become a concern in troubled economic times....
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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...