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Financial planning
If anyone had any doubt about how conflicts of interest, whether real or perceived, are impacting on the image of financial planners, then they only had to listen to a sp...
Financial planning
There are many facets to Macquarie Bank, and conflicts of interest are inevitably going to occur, but the financial services giant believes it has established a framework...
Financial planning
RetireInvest has updated the SOA templates used by advisers, reducing documents to around 30 pages....
Financial planning
Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...
Financial planning
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Financial planning
By world standards, ASIC keeps advisers on a very short leash. But across the Tasman, financial intermediaries are subject to fewer restrictions. Late last year, New Zeal...
Financial planning
It’s taken nearly five years, in which time it’s been dwarfed as a financial services issue in Australia by the launch of the Financial Services Reform Act, but a global ...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Financial planning
The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...
Financial planning
ASIC has expanded its compliance team, with Carole Ferguson joining in the new position of director, institutional and wholesale compliance....
Financial planning
Tribeca Learning will exit its compliance business and scale back its events business, as it braces for a disappointing finish to 2004-05....
Financial planning
More than a million consumers will be better off and an indelible administration load has been lifted from the superannuation industry after Treasurer Peter Costello’s su...
Financial planning
Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....
Financial planning
The Australian National Audit Office has criticised the Australian Taxation Office over its administration of the superannuation contributions surcharge, pointing to a ra...
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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...