IFSA
Superannuation
More work on retirement income policy is needed if the living standard expectations by the next generation of retirees are to be met, according to a major policy statemen...
Financial planning
NSW-based financial planners will avoid the added burden of payroll tax due to an ‘imminent’ ruling by the NSW Office of State Revenue (OSR) that will recognise planners ...
Funds management
Australian fund managers are confident this financial year will prove more fruitful than 2002/03 despite the failure of estimates made this time last year to materialise....
Financial planning
The financial services sector has broadly welcomed today’s release by the Australian Securities and Investment Commission (ASIC) of a modelling template for fee disclosur...
Financial planning
The Australian Securities and Investment Commission (ASIC) will call for a standardised fee disclosure template for financial products and services on Tuesday when it rel...
Financial planning
The Federal Treasurer Peter Costello is considering lobbying New Zealand ministers over problems Australian fund managers are having across the Tasman....
Accounting
Accountants have been cut out from providing even non-specific advice on superannuation products after revisions to the Financial Services Reform regulation adding more f...
Financial planning
Count Financial has weighed in on heated industry debate over whether accountants should be able to provide advice on superannuation fund structures without an Australian...
Financial planning
The financial services industry has delivered a mixed response to the Federal Budget, with one association lambasting the Government for “walking away” from Australia’s r...
Financial planning
The Association of Superannuation Funds of Australia (ASFA) has confirmed an exclusive report from Money Management over a week ago that the SuperEC and MFundEC electroni...
Financial planning
The assets of worldwide managed funds have experienced a flat 2003 first quarter, with net assets declining marginally from their level at the end of 2002 by 0.06 per cen...
Financial planning
The Investment and Financial Services Association (IFSA) has backed the Financial Planning Association’s (FPA) recent comments in defending the Financial Services Reform ...
People & Products
Colonial First State (CFS) chief executive John Pearce became the latest addition to the Investment and Financial Services Association (IFSA) board of directors after bei...
Financial planning
Levies on financial services institutions will rise almost $10 million to $84.8 million in 2003/04, with the superannuation, insurance and authorised deposit taking insti...
Financial planning
A "plain English" guide on the Statement of Advice (SOA) and a model Financial Services Guide (FSG) have been released by a consortium of industry groups to assist member...
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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...