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Financial planning
Some 40 per cent of financial planners provide debt advice or loan assistance to their clients, which may lead to problems if they do not hold a credit licence after July...
Financial planning
Compliance officers in Australia are experienced and well educated, and have sufficient resources to perform their job effectively, according to an AUSTRAC survey....
Financial planning
The Federal Court has issued consent orders that Refund Home Loans and its director, Wayne Ormond, made false and misleading statements to franchisees, according to the A...
Financial planning
Risk management is often viewed as something of a thankless task. Sonnie Bailey discusses the best way to sell the concept to clients....
Editorial
Following the Government's prescription for better managed investment schemes disclosure, Brendan Ivers explains how these changes have affected the industry....
Financial planning
The FPA is addressing concerns that uncertainty about the Tax Agents Services Act 2009 - which is intended to govern and raise the standards of the provision of tax agent...
Superannuation
Dixon Advisory is arguing against the imposition of mandatory minimum SMSF balances on the basis that it would amount to excluding one part of the population....
Funds management
Peter Townsend explains the five perils faced by SMSF borrowers, and shows how they can be avoided....
Superannuation
The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will dete...
Superannuation
As the self-managed super fund industry continues to grow rapidly, Andrew Yee explains how to ensure your clients effectively manage their SMSFs....
Financial planning
The country's biggest financial services licensees are scrambling to compile significant amounts of data ahead of this Friday’s deadline for the regulator’s industry audi...
Editorial
Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....
Financial planning
AFSLs say some external compliance providers need to lift their game....
Financial planning
Financial reform taking place both globally and in Australia is minor tinkering rather than change that will underpin safer financial markets....
Policy & Regulation
The taxation regime needs be more robust to catch breaches of the Superannuation Industry Supervision Act, according to the chief executive of Opez, Cindy McDonald....
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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...