FINANCIAL PLANNING
Policy & Regulation
The Financial Services Council wants the States to live up to their original GST obligations by removing inefficient taxes, particularly those applying to life insurance....
Financial planning
A property adviser who took a 10-year advance on his salary to pay off a personal debt has been banned from engaging in credit activities for four years....
Funds management
New analysis from Morningstar suggests planners can no longer rely on the original thinking behind the so-called four per cent rule on safe withdrawal rates....
Financial planning
Synchron and AIA have come together to create a fixed term level product to meet the changing needs of advisers and clients....
Financial planning
An accounting firm and a financial planning firm have joined GPS Wealth ahead of the scrapping of the accountants’ exemption on 1 July....
Financial planning
Australian city-dwellers are exposing themselves to potential financial hardship, coughing up more than a third of their income to rent in desirable postcodes....
Editorial
Many financial planners may choose to leave the industry over the next two years, but the Government and the regulators can minimise those exits by getting the transition...
Editorial
Like them or not, financial advisers should already have begun making the adjustments necessary to operate within the new Life Insurance Framework, writes Catherine Evans...
Financial planning
High net-worth individuals are looking to take advantage of cut-priced stocks with attractive long-term performance outlooks, a survey reveals....
Financial planning
Financial planning software provider Adviser Logic will relaunch its system in the coming months, with a spate of user interface enhancements announced....
Features
Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....
Features
With the scrapping of the accountants’ exemption from 1 July this year, accountants need to make licensing decisions to continue advising on SMSFs, Malavika Santhebennur ...
Features
Jassmyn Goh finds out if investors are looking to alternative investments to beat market volatility and a low interest rate environment....
Financial planning
New survey data prompts call for more consumer education around life/risk to encourage a self-directed approach....
Financial planning
Wealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis....
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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...