COOPER REVIEW
Policy & Regulation
While Australia’s big wealth management firms are well placed to adjust to the FOFA reforms, the smaller players will struggle....
Superannuation
Chant West issues warning that separating adviser fees from super returns will not necessarily create greater clarity....
Editorial
Recent comments by Assistant Treasurer and Minister for Financial Services Bill Shorten have brought the Government's willingness to consult with the industry about FOFA ...
Financial planning
The merger of First State Super and Health Super would create one of the biggest super funds in Australia....
Life/Risk
Australia’s tax regime should be amended to give insurance cover the same status irrespective of whether it is obtained inside or outside of superannuation....
Superannuation
ATO confirms identifying 140 illegitimate SMSFs and backs the Cooper recommendations....
Superannuation
The Self-Managed Super Fund Professionals’ Association is pushing for higher standards for financial planners who advise in the sector....
Editorial
The Assistant Treasurer and Minister for Financial Services, Bill Shorten, has outlined some of the Government's policy agenda, including a commitment to MySuper but, as ...
Financial planning
Members of the financial services industry regard the proposed reforms package as beneficial, but question its ultimate success, according to the research conducted by RB...
Financial planning
CommInsure is backing a campaign of direct action on the part of financial planners, encouraging them to approach local members of Parliament to make the case for advice ...
Superannuation
Cooper Review recommendations that SMSFs be subject to more stringent auditing requirements will needlessly increase costs, according to accounting firm Chan & Naylor...
Financial planning
Analysis from Citigroup has highlighted the fact that providers of intra-fund advice will not be immune to cost pressures if the Government’s proposed expansion of ...
Superannuation
The Cooper Review panel may have suggested otherwise, but Mike Taylor writes that the exponential growth in the number of self-managed superannuation funds and the invest...
Policy & Regulation
The FPA and the Association AFA are confident that the industry has the ear of Treasury as the consultation around the Future of Financial Advice reforms has resumed....
Financial planning
Accountants move to increase their foothold in the financial planning arena with new association....
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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...