FINANCE

Accounting

The Government needs to consider the tax treatment of off-market share buy-backs for the benefit of taxpayers, IPA believes....

Superannuation

ANZ Wealth announced new model portfolios focusing on the specific needs of retirees, which would be available through its aligned licensees....

Financial planning

The Commonwealth Bank has established a Customer Advocate function in response to the ABA’s banking industry initiatives package in April. ...

Financial planning

ASIC has permanently banned a former NSW insurance company director, Timothy Pratten, from providing financial services and from engaging in credit activities....

Financial planning

MLC has added 56 diverse investment options to its platforms to give more opportunities for advisers to assist clients....

Superannuation

Couples would bear the brunt of changes to the Age Pension assets test taking effect next year, with a significant drop in the proportion of couples who would have a comf...

Funds management

Magellan Financial Group posted strong numbers in its global equities and listed infrastructure strategies it managed for retail investors, up from $9.8 billion to $12 bi...

Superannuation

The Government needs to consult as widely as possible on the practical consequences involved in super reforms, as it faced an uphil battle through a fragmented Senate mak...

Financial planning

The AFA has launched a bootcamp for advisers, which was a practical demonstration of the adaptive change message shared by CEO, Brad Fox, at a recent roadshow....

Funds management

Exchange-traded product portfolio turnover was an important issue for investors to consider, according to Morningstar....

Financial planning

Financial advisers were overwhelmingly positive about their future and hoped to help fellow practitioners succeed also, according to poll results accrued by the AFA....

Superannuation

Australia’s retirement system still lacked innovative comprehensive income products to cater to different life circumstances, and a holistic review beyond just the afford...

Financial planning

Financial Planning advisory practice group, AZ NGA, has appointed Adrian Ashton as its general manager of financial planning, on the back of the company’s strong growth. ...

Accounting

Adelaide-based financial services firm, Perks, today announced the launch of a new cloud-based technology platform for advisers....

Financial planning

Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day 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...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago