IFSA

Financial planning

Time is running out in the Federal government’s push to get choice of fund through Parliament in this sitting, though it remains confident of a deal with the Australian D...

Financial planning

In mid August, the Treasurer released a consultative paper on the application of the GST to financial services. Funds managers, life and general insurers, trustees of sup...

Life/Risk

Financial services groups are reeling under the strain of a massive upheaval of their businesses once the implications of the GST and the upcoming Ralph Report hit home. ...

Financial planning

The implementation of a wider GST on financial services poses a serious threat to financial planners, according to industry figures....

Funds management

The tax reform saga has some very prominent, influential and at times vocal players. When it comes to accelerated depreciation, miners come to the fore, whereas manufactu...

Financial planning

Politics is akin to cooking. Things go on the boil and off the boil. Other matters simmer and then go into a boil when the right circum-stances prevail....

Financial planning

Regulation is a tricky balancing act for our financial services watchdogs. Tom Collins puts the case for less proscription on the latest batch of proposals from ASIC....

Financial planning

Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...

Financial planning

In previous <I>Money Management </I>columns, readers have been alerted to one of IFSA’s major projects - the development of an industry code of ethics and associated prac...

Financial planning

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Financial planning

In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...

Financial planning

Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....

People & Products

Zurich Financial Services' retail team has been given a boost with seven appointments in recent months....

Financial planning

Within the IFSA membership the 770 page Wallis report gathers no dust. It is often referred to when the industry is preparing position statements on the CLERP 6 process. ...

Financial planning

As foreshadowed in a previous column, IFSA has completed its submission on the CLERP 6 consultation paper on financial products, service providers and markets. Many submi...

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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’...

1 month 2 weeks ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

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A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

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