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Financial planning

One of Australia’s largest industry superannuation funds, Equipsuper, has argued that the Government should amend the sole purpose test applying to superannuation fund tr...

Financial planning

After an extensive consultation period with industry bodies and other stakeholders, the Government has announced the final version of its Plan to Simplify and Streamline ...

Financial planning

Shadow Minister for Superannuation Nick Sherry has called for more detail on the Government’s Budget superannuation changes before responding to the latest challenge from...

Financial planning

Advisers can now make contribution splitting available to clients within the BT SuperWrap platform, thanks to recent product changes announced by BT Financial Group....

Financial planning

The National/MLC group topped the chart in retail funds under management for the June quarter, according to Standard & Poor’s latest market share report, having overtaken...

Superannuation

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Editorial

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Financial planning

As the industry steps up its defence against a looming legacy problem, Zurich Financial Services is nearing the end of its rationalisation process and is close to putting...

Superannuation

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Financial planning

Demands for greater transparency in financial planning is depriving lower income groups of access to financial advice, a leading financial services executive has argued....

Financial planning

The current minimum compensation arrangements applying to holders of an Australian Financial Services licence will continue to apply for another six months while the Gove...

Financial planning

The Financial Services community has welcomed the announcement by the Treasurer, Peter Costello clarifying the status of the proposed $150,000 annual cap on post-tax supe...

Financial planning

Mortgage dealer group The Brokerage has raised the entry bar for its brokers with a new professional standards policy....

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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’...

2 days 19 hours ago

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

3 weeks 6 days ago

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

1 month ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks 1 day ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

5 days 13 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks ago