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Financial planning

Money Management recently hosted a roundtable about the effects of the Government’s proposed Future of Financial Advice reforms. The key concern of those present wa...

Editorial

Kristian Wangvisutkul answers some commonly asked SMSF investment strategy questions, and outlines the Stronger Super announcements that could impact future requirements....

Policy & Regulation

The Federal Government's Future of Financial Advice (FOFA) changes carry with them the genuine risk of benefiting the big banks, institutions and industry funds at the ex...

Financial planning

The Federal Government's election promise to turn Australia into a financial services hub is starting to take shape, with the tender process beginning for the Centre for ...

Financial planning

Superannuation funds looking to merge have been urged to push the issue of continuing capital gains tax relief for merged funds with the Government, in light of the actua...

Editorial

Perceptions exist that the industry super funds have succeeded in having the Government stack the cards against financial planners. Mike Taylor writes it is up to the Ass...

Tools & guides

David Shirlow takes a look at the Government's concessional superannuation contribution changes and what they mean for clients....

Superannuation

The collapse of Trio Capital and the subsequent lack of financial assistance for SMSFs has revealed a gaping hole in the compensation safety net for SMSF investors....

Financial planning

Making flood insurance compulsory or coming up with a common definition of flood will not necessarily mean that insurers will offer it - nor will it make insurance more a...

Financial planning

The National Institute of Accountants and The Tax Institute have appealed to the Government to relax the strict conditions around contributions caps in the upcoming Feder...

Financial planning

With the Government promising to increase education requirements for financial planners through its Future of Financial Advice (FOFA) reforms package, the AMP Horizons Ac...

Financial planning

Several risks, including Australia's high employment rate, rising oil prices and political unrest, have resulted in Tyndall Investments adopting a short-term position in ...

Policy & Regulation

A range of changes to the tax system governing managed investment trusts (MITs) has been pushed back a year to 1 July, 2012....

Policy & Regulation

Shadforth Financial Group chief executive Tony Fenning believes the implementation of the Future of Financial Advice (FOFA) reforms is likely to entail a lot of work with...

Editorial

The Financial Ombudsman Service (FOS) no doubt believes it is doing a good job – and it is certainly operating within the guidelines laid down by ASIC – but i...

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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’...

6 days 4 hours ago

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

1 month 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 1 week 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 2 days 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