FOFA

Financial planning

Enshrinement passes House of Representatives

Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

Superannuation

FOFA-proofing needed on portfolio construction

Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...

Policy & Regulation

Gearing instalments’ FOFA impact

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Financial planning

Ensuring the long-term success of your financial advice practice

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

Editorial

When politics cloud perception

Mike Taylor writes that just four months out from an election, the political temperature is high and perceptions can skew reality....

Policy & Regulation

Govt so far unmoving on TASA extension

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....

Superannuation

APRA predicts more super fund consolidation

Just 20 funds account for nearly 60 per cent of assets in the APRA-regulated sector, with further consolidation predicted to occur....

Funds management

BT-owned platforms upgraded

BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....

Superannuation

Industry still griping over AUSTRAC funding

ASFA reflects views of industry by maintaining its opposition to an industry levy to pay for AUSTRAC....

Editorial

May the will power be with you

Jack Flader, the US lawyer named as being connected to the Trio/Astarra collapse, now knows what it is like to be thrashed with a damp lettuce leaf. ...

Editorial

ASIC's RG 146 training requirements - tidying up the loose ends

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...

Financial planning

Financial services regulators receive little

As expected, the Government has limited its Budget support for the financial services regulators....

Superannuation

FPA calls for policy certainty

The FPA is hoping for minimal change around super taxes in this evening’s Budget. ...

Financial planning

Budget cuts may hit regulators

The expected 2013 Budget cuts to the Public Service may encompass APRA and ASIC....

Financial planning

Colonial First State upgrades platforms

Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...