DIRECTOR

Superannuation

The median growth superannuation fund was up for the fourth consecutive month despite fears over economic stability in Greece and growing concerns that the country may le...

Financial planning

Investors are being warned by the Australian Securities and Investments Commission of a Gold Coast based unlicensed financial services business operating under the name o...

Editorial

As ASIC moves to translate the FOFA Acts into a new regulatory environment, there appears every chance that opt-in obligations may need to become an integral part of indu...

Financial planning

AMP this week announced upgrades to its Elevate insurance offering, with a particular focus on people working in the mining industry....

Superannuation

Industry super funds move to provide more transparency around remuneration ahead of Government-imposed obligations....

Funds management

Franklin Templeton Investments has adjusted the fee structure on its balanced equity offering as it looks to target retail investors....

Financial planning

The Financial Services Council has supported the view of Richard St John that a last resort compensation scheme would be 'inappropriate and counterproductive' for the fin...

Superannuation

The Australian SMSF Members Association has formed a partnership with OneVue which will both sponsor the group and launch an intermediated consumer platform for associati...

Financial planning

By ceasing to automatically mail out Centrelink statements, the Government is effectively setting a "trap" for pensioners who will find it harder to detect excess payment...

Superannuation

A study currently being conducted by the University of Adelaide may allow both current and prospective SMSF trustees to make greater cost comparisons, according to Plaza ...

Financial planning

Financial planning practice valuations have returned to three times recurring revenue as weak supply fails to meet demand, according to Forte Asset Solutions director Ste...

Financial planning

A new paper suggests financial planners need to rethink what drives client risk tolerance....

Financial planning

The Federal Budget has won little applause and much criticism from the financial services industry....

Superannuation

Determining whether a share purchase through a self-managed super fund contravenes the in-house asset rules could be a complex task, according to Warrick Hanley....

Superannuation

It doesn’t come as a surprise that some SMSF investors are tempted by overseas property investments. However, there are a number of compliance traps they must navigate, a...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 1 day ago