COMPLIANCE
Financial planning
Industry associations broadly welcomed the introduction of the Simpler Regulatory System Bill into the House of Representatives yesterday....
Financial planning
These two new stories are from different sources and have in common that the underlying cause of the complaint could have been so easily avoided. The other thing they hav...
Financial planning
A series of advertised competitions offering prizes as an incentive to ING superannuants to consolidate their super into ING’s super products is remarkable for both the n...
Superannuation
The topic of self-managed superannuation funds (SMSF) seems to be replacing investment property conversation at more and more baby boomers’ weekend barbecues....
Financial planning
Dealer group Financial Lifestyle Solutions is about to embark on an educational program designed to teach its key advisers and insurance brokers the skills needed to oper...
Financial planning
Financial planning dealer group Australian Financial Services Group has signed a heads of agreement to acquire a strategic stake in The Salisbury Group for an undisclosed...
Financial planning
Financial Services Partners (FSP) has purchased a newly-launched management tool aimed at eliminating the ‘people risks’ involved in the financial services business....
Superannuation
Brisbane-based self-managed superannuation funds administrator Super Concepts has warned that a boost in ATO compliance staff could see poorly run self-managed funds losi...
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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...