GOVERNMENT

Financial planning

The Federal Government has moved to validate the investment scope of self-managed superannuation funds by legislating to allow them to continue investing in instalment wa...

Financial planning

For investors, advisers and super funds alike, the changes introduced into Parliament in December 2006 represented the biggest, and possibly the most positive shift in sa...

Policy & Regulation

While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....

Financial planning

A leading financial services lawyer is lobbying various industry bodies to convince the Government to extend the timeframe over which members of the public can contribute...

Financial planning

The Federal Budget has received a mixed response, with ASFA lamenting the narrowness of the Government’s one-off co-contribution bonus while Challenger has questioned whe...

Financial planning

Australia’s financial services regulators and the Australian Taxation Office will receive additional funding as a result of the Federal Budget....

Life/Risk

The 2007 Federal Budget should address the personal savings and life underinsurance crises in Australia, according to the Association of Financial Advisers....

Funds management

The Investment and Financial Services Association has made a submission to the Government expressing its view that no additional regulatory measures are needed in relatio...

Financial planning

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Financial planning

Financial services recruitment specialist Lynn Muirhead has predicted the Government’s recent tax changes relating to superannuation will spur a barrage of movement among...

Superannuation

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Financial planning

Plum Financial Services has embarked on an extensive campaign to educate its members about the Government’s Simplified Superannuation legislation, which Plum managing dir...

Financial planning

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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