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FINANCIAL PLANNING
Financial planning
Too many Australians are choosing not to use advisers when making and activating financial decisions, and robo-advice could prove to be an effective bridge, according to ...
Accounting
Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....
Superannuation
National Australia Bank has launched a product which it claims will eliminate some of the pain points likely to be experienced by SMSF trustees as they seek to comply wit...
People & Products
OneVue hires an ex-employee as the head of sales, to increase their product offering and serve their expanding client base. ...
Financial planning
Government employee industry fund, LGS, appoints a new head of advice to increase its financial advice offering....
Financial planning
Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....
Financial planning
The Senate Scrutiny of Financial Advice inquiry has lapsed, with its future dependent on who controls the Senate after the Federal Election....
Financial planning
Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...
Financial planning
Australia’s first enterprise robo-advice program is launching through an agreement between Decimal Software and a leading global professional services firm....
Funds management
The ETF industry is set to grow from $5 trillion to $100 billion, according to iShares....
Financial planning
Investigations into former Macquarie Equities advisers are set to continue after a review of post-EU reforms show no signs of inappropriate advice....
Financial planning
Early analysis suggests the Budget changes to the TTR will simply see clients exiting the regime....
Superannuation
Super system changes including decreasing the concessional contribution cap will send shock waves through the SMSF sector, that was hoping parameters were bedded down. ...
Superannuation
Reducing annual concessional caps to $25,000 will not help individuals that have low super balances catch-up on their super, ASFA believes....
Superannuation
Policy changes in this year’s Budget have been designed to inject fairness and equality into retirement incomes systems, says the Actuaries Institute....
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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...