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Financial planning
The financial services industry is bracing itself for Budget nasties as Treasury summons organisations for Friday talks....
Financial planning
Clients of financial planners are questioning their advisers' technical abilities while still seeing them as trustworthy and reliable....
Financial planning
The FPA has hit back at the Government’s claim that financial adviser misconduct is the only reason why compensation has been awarded to victims of the Trio Capital colla...
Financial planning
A group of Trio victims has condemned the Federal Government for its refusal to compensate them for their $176 million loss. ...
Superannuation
Wayne Swan and Bill Shorten have decided to end the speculation about what the upcoming Federal Budget brings for the superannuation industry. Money Management spotlights...
Editorial
Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...
Superannuation
SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...
Editorial
At first blush the Federal Government’s proposal for the establishment of a Council of Superannuation Custodians capable of guiding and advising on underlying policy seem...
Policy & Regulation
Treasury are concerned further reforms to develop a deeper deferred lifetime annuity market may create a tax loophole for planners and product developers said The Actuari...
Policy & Regulation
Advisers servicing former or current non-residents should be mindful of the proposed changes to capital gains tax, according to Hall & Wilcox Lawyers....
Financial planning
The Board of Taxation has finished its report into equity of tax treatment between conventional and Islamic finance products....
Superannuation
A Parliamentary Committee will examine the legislative changes impacting the co-contributions regime and the consolidation of super accounts....
Superannuation
In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...
Financial planning
The Government’s failure to adequately respond to industry representations concerning the reverse mortgage sector has continued to affect supply in the sector, according ...
Superannuation
Crystal Wealth questions whether as few as 16,000 will be impacted by Government’s superannuation changes....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...