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FINANCIAL ADVICE
Policy & Regulation
The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....
Accounting
Two key accounting bodies, CPA Australia and the Institute of Chartered Accountants in Australia, have interpreted the Government's conditional licensing regime as a mean...
Accounting
It may be as late as mid-2013 before the new accountants' advice regime is up and running....
Accounting
By becoming licensed to provide financial advice, accountants will be able to charge clients for advice they are currently "giving away for free", says head of SMSF Advic...
Financial planning
Most financial advisers want access to a broad Approved Product List (APL) before they make the decision to join a licensee....
Policy & Regulation
The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Financial planning
Money Management is seeking readers' views on some of the organisations representing financial planners....
Financial planning
Financial planning licensee Capstone has announced further enhancements to its XPLAN advice technology platform to deal with FOFA changes....
Policy & Regulation
ASIC confirms it was consulted in negotiations involving the Financial Planning Association around last minute-changes to FOFA....
Financial planning
The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....
Accounting
Treasury officials tell Senate Committee accountants will be moved into FOFA world....
Superannuation
The same timing problems which impacted FOFA are now impacting MySuper....
Financial planning
Younger financial planners are snapping up C & D client lists from established practices and treating them as a referral source, according to NAB Financial Planner Bankin...
Editorial
With the FOFA, Stronger Super and MySuper reforms finally taking shape, the financial services industry has a clearer picture of what the future holds, writes Chris Kenne...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...