"financial planning"

Accounting

ASIC’s harsh message to laggard accountants

ASIC has sent a harsh message to accountants who chose to play outside the transitional rules in giving SMSF-related advice....

Superannuation

Uncertainty the only certainty for financial services

Both the FPA and the AFA acknowledge that the only certainty is another period of uncertainty following the Federal Election....

Financial planning

FPA outlines election choices facing planners

The FPA has detailed the key policy differences between the major and minor political parties and the choices for financial planners are stark....

Superannuation

ASIC remakes key general advice class order

Both the FSC and the industry funds have backed ASIC’s remaking of a class order underpinning the provision of general advice within banks and super funds....

Financial planning

Financial product ratings services need AFSL

ASIC rules that rating financial products constitutes providing financial product advice....

Financial planning

Cbus launches in-house advice model

Industry super fund, Cbus, has launched an in-house financial advice service model and will expand its over-the-phone advice offering later this year....

Funds management

IOOF completes client transition to Pursuit

IOOF confirms the completion of the client transition process to its IOOF Pursuit platform....

Financial planning

Synchron makes key compliance hire

Risk-focused group, Synchron, has appointed a former UBS Wealth senior employee as its new compliance manager....

Funds management

Reverse mortgage options too limited

The retirement incomes shortfall being encountered by baby boomers means it’s time to give planners more options with respect to reverse mortgage products, according to c...

Superannuation

Super funds acknowledge value of advice

The Productivity Commission has been told that super funds see the provision of advice as a key service to members, but view intra-fund and scaled advice as most cost-eff...