GOVERNMENT

Financial planning

Suncorp confirms Vero is applying a ‘selective’ approach to approving directors and officers insurance to planning groups....

Financial planning

The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...

Policy & Regulation

Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....

Superannuation

Banks are receiving numerous calls from customers anxious about the Government’s proposed changes to superannuation....

Superannuation

The debate about the selection of default funds in modern awards is most likely a "storm in a teacup", according to Independent Education Union general secretary John Que...

Superannuation

ASFA’s pre-Budget submission questions underlying Treasury assumptions being used to justify altering super taxes....

Financial planning

Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...

Editorial

It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...

Superannuation

Sir Anthony Mason critical of Government speculation on super tax changes....

Superannuation

Coalition meets with senior industry figures and extends its commitments on super policy. ...

Editorial

ASIC's guidance on FOFA's fee disclosure requirements prompted an almost audible sigh of relief from the financial planning industry....

Financial planning

The Financial Services Council (FSC) will not go ahead with its application to the Australian Competition and Consumer Commission to have its insurance churning policy ap...

Financial planning

AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....

Superannuation

The FPA, in its Treasury submission, has said the Government needs to immediately increase the super contributions cap and implement a longer-term financial plan....

Superannuation

Financial Services Minister Bill Shorten commits to delivering higher SG despite lower MRRT....

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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’...

1 month 3 weeks ago

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

2 months 3 weeks ago

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

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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