FEDERAL GOVERNMENT

Financial planning

A new survey suggests most Australians still find superannuation too complicated and worry more about having too little money in retirement than the global financial cris...

Financial planning

The consumer credit and margin lending space is changing, so be prepared, write SONNIE BAILEY and MELANIE SHERRIN....

Policy & Regulation

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....

People & Products

Industry representatives have welcomed the appointment of Chris Bowen to the Financial Services portfolio while paying tribute to the efforts of Senator Nick Sherry, who ...

Superannuation

The recent Federal Budget has meant the issuance of index-linked bonds is a possibility, writes STEPHEN NASH....

Financial planning

A push is underway to extend premium tax deductibility within superannuation to critical illness insurance. SEAN MCCORMACK outlines the positives such a move would genera...

Financial planning

The Minister for Superannuation and Corporate Law, Senator Nick Sherry has been displaced by Chris Bowen who has been announced Minister for Financial Services, Superannu...

Financial planning

ASIC is conducting a national survey of larger dealer groups, with around 30 having been contacted to submit Statements of Advice from their top five advisers....

Financial planning

The Government has been warned against making the new mortgage broking licensing regime as cumbersome as those affecting financial planners....

Financial planning

The Australian financial planning industry is again the subject of severe criticism over the collapse of an agricultural managed investment scheme specialist, Great South...

Financial planning

Salary freezes and reductions, job cuts and drawn-out recruitment processes: challenging times lie ahead, but the diversity of the financial services sector means a varie...

Policy & Regulation

The Federal Government has announced the terms of reference for its latest review of superannuation but has excluded issues being dealt with by the Henry Tax Review....

Financial planning

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

Financial planning

Financial planners are venting their frustrations regarding real and perceived conflicts of interest created by commission payments to the parliamentary inquiry into the ...

Financial planning

The Henry Tax Review recommendations urge leaving the Superannuation Guarantee on hold at 9 per cent, but a new poll conducted by Mercer suggests otherwise....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

2 days 15 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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