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Financial planning

AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement. ...

Financial planning

The Treasurer, Josh Frydenberg, and the Australian Office for Financial Management have announced measures to support the small and medium-sized business (SMEs) sector wi...

Funds management

Growing financial advice practices to gain scale to meet the challenging new environment is being made harder by bank lending policies....

Financial planning

Abolishing limited recourse borrowing arrangements would be detrimental to small business owners and SMSFs, as they are integral to their retirement income and business g...

Superannuation

Commercial property lender Thinktank has urged regulators and the Government not to ban the use of limited recourse borrowing arrangements within SMSFs....

Funds management

Investec has appointed a managing director to strengthen its corporate advisory business in Australia, adding to other recent senior recruits. ...

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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’...

3 months ago

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

3 months 3 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

3 days 21 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week ago
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