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Financial planning

Rural financial counselling and money management services have been granted limited relief from licensing requirements by ASIC....

Financial planning

With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...

Superannuation

The passing of the Minerals Resource Rent Tax (MRRT) has paved the way for an increase in the superannuation guarantee (SG)....

Financial planning

Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...

Financial planning

The SMSF Professionals' Association of Australia has welcomed an Australian Taxation Office report that shows SMSF assets grew twice as quickly as the total industry for ...

Financial planning

ASIC has used its submission to the PJC to point to the difficulty of dealing with miscreant financial planners who appeal to the Administrative Appeals Tribunal (AAT) ma...

Superannuation

The planned review of leverage in superannuation in two years time would be premature, writes Aaron Dunn....

Financial planning

Australian Unity Investments will be winding up its High Yield Mortgage Trust via a series of payments over the next three years....

Financial planning

As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...

People & Products

Financial services technology provider GBST has announced the appointment of current Boeing Australia and South Pacific president Dr Ian Thomas as non-executive independe...

Editorial

The political clock is ticking and, as Mike Taylor writes, global economic reality may overtake the Government’s policy agenda before it can deliver proof of a Budget sur...

Editorial

As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...

Financial planning

The Minister for Financial Services and Superannuation, Bill Shorten, has announced a number of topics that will not be permitted in intra-fund financial advice....

Financial planning

A decision by the Government to withdraw an amendment to the director penalty regime from its recent tax laws amendment means the initiative to target phoenix directors m...

Policy & Regulation

The Industry Super Network (ISN) has urged the Parliamentary Joint Committee to leave FOFA intact and lamented Government concessions on risk in superannuation and annual...

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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’...

5 days 15 hours ago

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

4 weeks 2 days ago

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

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago