GOVERNMENT AND REGULATION
Policy & Regulation
The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Superannuation
StatewideSuper and Local Super have announced the commencement of due diligence ahead of a potential merger between the two superannuation funds....
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Editorial
If the Government had cared to undertake a full regulatory impact analysis of its new legislation it might have quickly concluded that, in many respects, it was turning b...
Editorial
The sole purpose test has governed the operations of Australian superannuation funds for nearly two decades but, as Mike Taylor reports, it may require some reinterpretat...
Policy & Regulation
There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...
Policy & Regulation
There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...
Financial planning
The risk of governments failing to financially support their ageing population will become more apparent unless significant pension reform is made now, according to Merce...
Superannuation
The in-specie transfers ban announced in Stronger Super will disadvantage self-managed super funds (SMSFs) and expose them to greater costs and risks, according to Hewiso...
Superannuation
The self-funded nature of SMSFs should be reflected in their tax treatment, according to SPAA....
Policy & Regulation
IOOF warns FOFA changes may have unintended consequence of placing pressure on age pension....
Financial planning
Asteron-owned dealer group Guardian Financial Planning has changed its name to Guardian Advice as part of a broader rebrand, and will reposition itself as a risk-focused ...
Financial planning
The Government's recent Stronger Super announcement states it will be phasing out the option to hold 'own occupation' Total and Permanent Disability (TPD) insurance polic...
Superannuation
The Self Managed Super Fund Professionals' Association (SPAA) has called for the Government to increase the standard concessional contribution cap by $10,000 to $35,000 f...
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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...