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Editorial
A common theme of submissions to the Financial Systems Review is a call for higher levels of financial literacy, but this needs to be coupled with a message around the va...
Financial planning
Margin lending has always represented a part of the financial planner’s strategy toolkit but the collapse of Storm Financial soured public perceptions of leverage. Money ...
Editorial
It would be very easy to have read the announcement by the Minister for Finance, Senator Mathias Cormann, that he was pausing the FOFA change process as some sort of a vi...
Superannuation
With eight years having passed since the ‘Simpler Super’ review, it could be time to reopen a dialogue about the future of super, Bryan Ashenden writes....
Superannuation
Using SMSFs as a funding vehicle for infrastructure and corporate loans is critical to Australia’s future economic stability, SPAA believes....
Editorial
Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...
Financial planning
The Australian Prudential Regulation Authority claims that, over time, its independence from Government has been eroded....
Accounting
The Institute of Public Accountants has renewed calls for a lifting in superannuation concessional contribution caps....
Policy & Regulation
The Institute of Public Accountants wants legal privilege granted to cover advice provided by tax agents....
Financial planning
The FSC has called for a statute of limitations on group disability claims to help stabilise premium pricing....
Policy & Regulation
Tasmanian Liberal Senator, David Bushby has explained the high cost for planners in complying with an unamended FOFA regime....
Superannuation
The superannuation system regulatory framework is due for a review to keep up with the way people are investing in 2014, ASFA’s Financial System inquiry submission claims...
Policy & Regulation
ISA chief executive David Whiteley calls for Government’s pause to be used to develop constructive consensus on FOFA....
Financial planning
Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....
Editorial
An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...
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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...