MORTGAGE
Financial planning
With more mortgage brokers taking advantage of the growth of the self-managed superannuation fund (SMSF) space, the MFFA will soon launch a training course in SMSF lendin...
Financial planning
The Bank of Queensland will have to refund approximately $12 million to around 6000 mortgage customers following a system error....
Financial planning
ASIC-run financial literacy website MoneySmart has launched a new reverse mortgage calculator which allows consumers and brokers to test ‘what if’ scenarios....
Superannuation
It may actually be financially detrimental to be unduly prescriptive about the manner in which people withdraw their money from the superannuation system, according to In...
Financial planning
The Mortgage and Finance Association of Australia (MFAA) is seeking clarity from the Australian Securities and Investments Commission (ASIC) regarding the circumstances b...
Financial planning
One in five first homebuyers is now aged 40 or over, according to a Mortgage Choice survey of 1000 Australians who plan on buying their first home in the next two years....
Financial planning
Genworth has partnered with Lifeline in its Stress Down Day initiatives to tackle the negative effects of financial hardship and mortgage stress on families....
Financial planning
While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....
Financial planning
Baby boomers are more pessimistic about Australia's economic outlook than any other generation, according to RaboDirect's latest study....
Financial planning
Calls made for Royal Commission on alleged rort "low doc" home loans amid claims they are the equivalent of "liar loans"....
Financial planning
Wealth Today attributes a combined mortgage broking and financial advice service offering (based around the upskilling of brokers) for its rapid recent growth....
Financial planning
As wealth management groups continue their push into a 'one-stop shop' business model, Yellow Brick Road has announced the signing of its 100th branch agreement in Geelon...
Financial planning
As wealth management groups continue their push into a 'one-stop shop' business model, Yellow Brick Road has announced the signing of its 100th branch agreement in Geelon...
Accounting
Financial planning group OmniWealth is adding accounting and legal services, hoping to attract more planners to the firm....
Funds management
AMP Bank has introduced upfront property valuations for mortgage brokers and financial planners submitting loan applications on behalf of their customers....
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MARKET INSIGHTS
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...