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Financial planning
Creating another four example statements of advice, including one with a “real fair dinkum super switch”, will be among the corporate regulator’s chief tasks in the year ...
Financial planning
Choice of fund legislation was finally passed this year, and while Senator Helen Coonan championed the cause on behalf of the Government, in the end the deciding vote was...
Financial planning
Labelled the ‘fathers’ of term allocated pensions, Richard Gilbert and David Shirlow teamed up to revolutionise retirement incomes....
Financial planning
The launch of reverse mortgage products into the Australian market could offer individuals without significant super savings the opportunity to create an income stream in...
Superannuation
With the baby boomer generation now entering retirement, or certainly looking down the gun barrel, the focus on retirement income streams, by both the government and fina...
Superannuation
The rapid net asset growth of Australia’s industry superannuation funds means they will need to invest around $150 billion over the next five years, of which up to $15 bi...
Financial planning
Accountancy giant Deloitte has released a web-based anti-money laundering tool, which it says will only cost financial planners the price of a hamburger....
Financial planning
“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...
Financial planning
The FPA has told financial advisers not to be afraid of possible costs to their business that will be imposed when the Government releases its long awaited anti-money lau...
Financial planning
Superannuation funds should be permitted to provide members with estimated projections of the future value of retirement savings in line with overseas practices, accordin...
Financial planning
Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...
Financial planning
Household savings rates in many OECD countries have fallen sharply in recent years, with the United States, Canada, Britain, Australia and New Zealand now having the lowe...
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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...