Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
GOVERNMENT
Editorial
Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
Superannuation
SPAA claims $2000 self-education cap will undermine maintenance of professionalism in SMSF sector....
Superannuation
After a slow start, the Government believes its small business super clearing house can now be counted a success....
Financial planning
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Funds management
The Australian Securities and Investments Commission (ASIC) has released final rules around over-the-counter (OTC) derivatives trade reporting obligations for financial i...
Superannuation
SPAA welcomes changes to the tax treatment of non-reversionary pensions....
Editorial
There will be many in the financial services industry who will welcome the return of Chris Bowen to over-arching management as Federal Treasurer of the Financial Services...
Financial planning
The distinction between wholesale and retail clients has been a fundamental part of the financial services laws since the 2004 Financial Services Reform legislation. Howe...
Editorial
Financial planners may have won something of a victory in terms of TASA implementation, but the Financial Services Council’s Cecilia Storniolo writes that those impacted ...
Superannuation
Expert panel advocates finding a concessional caps’ sweet spot and limiting lump sums....
Funds management
The aftermath of what was deemed the largest superannuation fund fraud in Australian history has seen only one individual jailed so far, with most other parties having th...
Superannuation
Liberal MP Paul Fletcher has hit out at the Labor Government for the current lack of public confidence in Australia’s superannuation system. . ...
Financial planning
The Coalition has released a new policy paper which confirms it would amend FOFA to “reduce compliance costs for small business financial advisers”. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...