MONEY MANAGEMENT

Financial planning

FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....

Policy & Regulation

AFA chief executive, Brad Fox says advice firms are being placed under pressure by the continuing regulatory unknowns around FOFA....

Financial planning

With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....

Financial planning

The FPA argues that transitional issues and other factors justify delaying implementation of the Tax Agent Services Act until post-election. ...

Financial planning

ASIC has delayed work on its financial planner training framework while the Future of Financial Advice reforms are being implemented. ...

Financial planning

The finalists for the Money Management/Lonsec 2013 Fund Manager of the Year Awards have been announced, with two new categories added to the list....

Editorial

There would have been many in the Australian accounting community who last week breathed a sigh of relief when they read the documents to be dealt with by the APESB at it...

Financial planning

Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...

Superannuation

A survey of mostly industry fund executives and trustees reveals reluctance to see change to super....

Editorial

The Government’s introduction of the legislation necessary to enshrine the term ‘financial planner/adviser’ coincided with the Conference of Major Superannuation Funds, r...

Financial planning

Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....

Superannuation

Higher superannuation taxes for upper income earners may not be the only thing contained in the Federal Budget....

People & Products

AMP has appointed SMSF Professionals’ Association of Australian (SPAA) technical director Peter Burgess as head of policy and technical across the institution’s SMSF divi...

Superannuation

Industry concern that Government may impose a threshold as low as $180,000 for its super changes....

Superannuation

Superannuation executives have come together in advocating against further changes to super before the upcoming Federal election....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

2 weeks 1 day ago

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

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 days 21 hours ago
moneymanagement logo