disclosure

Financial planning

Great Southern denies breaching disclosure rules

ASX asking questions about forestry company's low yields in 1994 and 1995 projects....

Financial planning

The hidden price of fees-for-service in financial planning

The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....

Financial planning

Fees and commissions: how do you value advice?

The Government has some critical issues to address in the coming months, but how clients choose to pay their advisers is not one of them. ...

Financial planning

IFSA: Getting its priorities right

The various committees within the Investment and Financial Services Association (IFSA) have outlined their policy priorities for the 2009-10 financial year. The following...

Financial planning

Financial adviser compliance: how much is enough?

Tim King discusses what financial services licensees should be ready for in compliance when a regulator comes knocking. ...

Financial planning

ASIC releases equity raising disclosure rules

ASIC has released new equity raising policies to enhance market disclosure and efficiency in capital raisings and unlisted disclosing entities....

Superannuation

IFSA seeks level playing field with new superannuation charter

New guidelines around the payment of product-directed commissions to financial planners is the most significant, but not the only, recommendation in a charter that aims t...

Policy & Regulation

Agribusiness looks to make the most of small business tax breaks

Australian Bight Abalone will be producing a new PDS in July to take advantage of tax breaks being offered to small businesses by the Federal Government....

Financial planning

Licensee volume bonuses not on FPA's agenda

The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...

Financial planning

Tracking down super statements now in temporary residents' hands

ASFA has succeeded in gaining relief from the requirement to track down temporary residents whose super monies have been transferred to the ATO, a move which will represe...

Financial planning

Sherry releases equity derivatives disclosure paper

Then Minister for superannuation and Corporate Law Senator Nick Sherry has released a paper for industry consultation on the regulation and disclosure of equity derivativ...

Financial planning

Disclosure and reporting concerns in AREIT market: researcher

Claims some AREITs are refusing to mark their assets to market to avoid having to face stricter terms from their creditors....

Financial planning

Tougher rules on off-market offers

The Federal Government is tightening the rules on off-market offers, demanding more transparency on the part of those making the offer....

Superannuation

Aviva Australia enhances retirement products

Adds ETFs and share options and reduces the length of its Product Disclosure Statement....

Financial planning

Short-selling ban finally lifted

After nearly nine months, ASIC has lifted the short-selling ban but has warned that it will reimpose it immediately if market circumstances dictate....