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Policy & Regulation
Many financial planners have already decided that the legislation that emerges from the Government's Future of Financial Advice (FOFA) changes will be unacceptable and ru...
Financial planning
An increase in the number of professional indemnity (PI) insurance claims over the past few years is affecting the price and availability of PI insurance for planning fir...
Editorial
Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...
Editorial
Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...
Superannuation
Graeme Colley explains how the streamlining of deductions for the cost of permanent disability insurance through superannuation provides greater clarity around taxation i...
Policy & Regulation
Let us know how FOFA will affect your business - the opportunities and threats....
Financial planning
The Government has been urged to improve default fund arrangements, as more negative reports emerge about MTAA Super....
Superannuation
Generations X and Y may need to be bolder in their investment choices to ensure a comfortable retirement....
Life/Risk
Australia's life insurance problem has reduced significantly over the last six years, but levels of insurance are still half of what they should be, according to a new su...
Editorial
With the recent one-year anniversary of Julia Gillard toppling Kevin Rudd as Prime Minister and leader of the Federal Parliamentary Labor Party, the Australian financial ...
Editorial
Michael Collins explains why Beijing is experiencing restless nights about the rising yuan. ...
Editorial
Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....
Financial planning
Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...
Policy & Regulation
Victorian practice principal Brian Handley says FOFA must be subjected to legal challenge....
Superannuation
Taxpayers with small excess concessional contributions have a once-off opportunity to avoid the penalty tax - but after that they will face a big penalty....
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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...