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Tools & guides
MLC's Gemma Dale outlines the issues financial advisers need to consider before and after 30 June to help clients maximise opportunities and avoid costly mistakes....
Policy & Regulation
A senior lawyer has warned there is nothing in FOFA to prevent a repeat of Trio Capital, Storm Financial or Westpoint....
Financial planning
The Australian Institute of Superannuation Trustees has told the Treasury it wants the rules around the provision of intrafund advice with respect to MySuper products ali...
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Editorial
As ASIC moves to translate the FOFA Acts into a new regulatory environment, there appears every chance that opt-in obligations may need to become an integral part of indu...
Financial planning
Minister for Financial Services Bill Shorten canvasses SMSF compensation levy while fingering some financial advisers on Trio Capital collapse....
Superannuation
Opposition urges action to extend compensation to a wider range of Trio Capital investors....
Policy & Regulation
The Federal Opposition believes some segments of the financial planning industry got 'sold a dummy' on the manner in which approved industry codes of conduct would 'obvia...
Superannuation
The ATO has been warned some superannuation funds will struggle to be ready to meet changes in rollover requirements....
Financial planning
Contributing to superannuation is looking less attractive for high income earners following the tax changes in this year's Federal Budget, according to Tupicoffs adviser ...
Financial planning
By ceasing to automatically mail out Centrelink statements, the Government is effectively setting a "trap" for pensioners who will find it harder to detect excess payment...
Superannuation
Institute of Chartered Accountants specialist Liz Westover questions who is really paying for the Government's Federal Budget changes to superannuation....
Superannuation
Due to growing costs and increasing workload, smaller accounting practices might wish to outsource SMSF administration, writes Olivia Long....
Financial planning
An increase in ASIC funding to aid the implementation of the FOFA reforms will be partly paid for by an increase in fees charged to AFSL holders....
Financial planning
The Federal Budget has won little applause and much criticism from the financial services industry....
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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...