COVID-19
Financial planning
Australia’s Big Four banks have been rated on their COVID-19 responses by consumer advocate Choice, with ANZ performing the worst. ...
Financial planning
ASIC has seen a 20% rise in the number of investment scam reports during the COVID-19 pandemic, compared the same timeframe last year....
Funds management
The residential, industrial and office sectors have been the most resilient in the wake of COVID-19, according to First Sentier Investors....
Financial planning
Treasurer, Josh Frydenberg, has described 2020 as a ‘year to forget’ for Australia as the unemployment rate reaches a 19-year high....
Funds management
Challenger is looking to strengthen its capital position by backing investment grade fixed income opportunities to help withstand further market volatility....
Policy & Regulation
Industry Super Australia has backed the Australian Taxation Office’s promised crack-down on the misuse of early release superannuation, particularly with respect to tax m...
Financial planning
Nearly 80% of current and prospective retirees failed to get any financial advice during the recent market crash, and one-in-five believe advice is only “for the rich” ac...
Superannuation
New analysis from Frontier Investment Consulting suggests that the volatility generated by COVID-19 has raised real questions about the Australian Prudential Regulation A...
Funds management
A decision to significantly increase the healthcare weighting in expectation of COVID-19 treatments has paid off for the Pengana High Conviction Equities fund....
Financial planning
The financial services bodies have welcomed the extension of the FASEA exam and education standards, which now have the deadline of 1 January, 2022, and 1 January, 2026, ...
Financial planning
The firm’s revenue had fallen by over 15% in April and May due to the COVID-19 pandemic....
Financial planning
As many as one-in-six small-to-medium sized enterprises could close as a result of the economic downturn during the COVID-19 pandemic, according to the Ruthven Institute....
Superannuation
Superannuation funds were hit hard in February and March and since then had two strong months with the median balanced superannuation fund rising 2.1% in May on the back ...
Policy & Regulation
The Australian Securities and Investments Commission has announced it has registered an amending instrument to specify an end date for three COVID-19 related instruments....
Features
In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....
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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...