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Financial planning
BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...
Financial planning
AMP reiterates plans to scrap commissions by 1 July in favour of a fee-for-service model at its annual general meeting....
Financial planning
A levelling off in share market returns combined with the Government's pronouncements on financial planner remuneration appear to have dented confidence in the financial ...
Financial planning
Financial planning software company Midwinter Financial Services has modelled a potential new strategy based on the Government's decision to reverse changes to the rules ...
Financial planning
Advisers are waiting on more detail regarding superannuation contribution cap measures....
Financial planning
The $337.5 million boost in funding to the Australian Taxation Office (ATO) over four years is clear evidence that the Government believes businesses are avoiding their G...
Policy & Regulation
Older savers using interest-bearing products receive tax break....
Financial planning
Task force established to implement recommendations around financial services hub....
Financial planning
Listed Australian companies will be able to more easily raise funds from retail investors, and investors will be given tax breaks on interest earned on corporate bonds....
Financial planning
The Superannuation Complaints Tribunal has received at boost in the Budget with an increase in funding....
Financial planning
Financial Services Minister Chris Bowen has signalled the Government's continued commitment to measures encouraging savings....
Financial planning
The Government's plan to raise the super guarantee comes without an adequate focus on improving investor education, according to Australian Unity executive David Bryant....
Policy & Regulation
Accounting firm BDO has criticised the Government for not adopting a number of recommendations made by the Board of Taxation in relation to the tax reforms for managed in...
Policy & Regulation
Reform of the tax system for managed investment trusts (MITs) announced on Friday will simplify the administration of managed funds, according to Federal Assistant Treasu...
Editorial
The move towards a commissions-free financial planning industry is inevitable, writes Mike Taylor....
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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...