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FINANCIAL PLANNING
Funds management
This year belonged to Macquarie Investment Management at the Fund Manager of the Year Awards, as it notched up six nominations and five wins. Congratulations!...
Superannuation
The SMSF Association has partnered with wealth management firm, Morgans Financial, to provide SMSF training to its authorised representatives. ...
Superannuation
Super funds see robo-advice as a service they will provide free to members as a channel to comprehensive offerings that will attract a charge....
Financial planning
ANZ will launch its Grow Wrap after partnering with Macquarie in February, and will pilot a health and wellness pilot to relieve insurance costs for clients. ...
Features
Irrespective of the Federal Budget, leverage will remain an important strategy device for both planners and their clients, according to a Money Management roundtable....
Features
The market volatility which has marked the opening months of 2016 has served to create challenges for advisers, but volatility and leverage need not be mutually exclusive...
Features
Your typical margin lending client may not be who you expect him/her to be, especially when the pursuit of tax breaks is left out of the equation, according to a Money Ma...
Features
The global financial crisis and the collapse of Storm Financial placed a spotlight on the need for adviser education and the reality that leverage is not appropriate for ...
Financial planning
ASIC has suspended Marigold Falconer International’s AFSL after it failed to have a current indemnity insurance and lodge financial statements on time....
Financial planning
The FSC has declared it will research whether FOFA actually delivered on making advice more accessible and affordable....
Financial planning
ASIC has accepted an EU from an accounting and tax advisory firm for giving inappropriate advice to clients to set up SMSFs. ...
Financial planning
ASIC has permanently banned a NSW financial services licence holder from providing financial services after it found he was convicted of multiple counts of fraud and othe...
Features
Advisers could face hefty lawsuits if they are unable to keep pace with regulatory change and capability development. Jassmyn Goh finds out how advisers can avoid legal t...
Editorial
The Federal Government has lost sight of the long-run Budget benefit of encouraging retirement incomes self-sufficiency by lowering the concessional super contribution ca...
Editorial
The Australian Securities and Investments Commission has acknowledged that it has had little cause to scrutinise insurance claims handling and it will be highly reliant o...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...