PDS

Financial planning

ASFA has warned that complex super products cannot be adequately explained within six pages....

Financial planning

Clients need to see a transparent HIC report process

Insurance companies need to be more transparent in their reasons for obtaining Health Insurance Commission (HIC) reports, which can add up to 10 weeks to claim times, acc...

Financial planning

Call to standardise super fees

Cooper Review asked to consider standardisation of fee disclosure across superannuation funds....

Editorial

How financial planners should use model portfolios

Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...

Financial planning

New margin lending regime revealed

The Federal Government has revealed the draft regulations that will make up its new margin lending regime, including an example PDS....

Editorial

Going it alone: share trading and direct investments

As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...

Financial planning

Defining a problem is the first step

Bipolar disorder – mental illness or physical disorder? COL FULLAGAR considers the implications of this question for insurers....

Financial planning

DIY opportunities for wraps

While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...

Financial planning

ASIC releases equity raising disclosure rules

ASIC has released new equity raising policies to enhance market disclosure and efficiency in capital raisings and unlisted disclosing entities....

Policy & Regulation

Agribusiness looks to make the most of small business tax breaks

Australian Bight Abalone will be producing a new PDS in July to take advantage of tax breaks being offered to small businesses by the Federal Government....

Financial planning

Sequal moves to fix break fee disclosure

Partly in response to pressure for changes to the disclosure of fixed rate break fees in equity release/reverse mortgage PDSs, the Senior Australians Equity Release Assoc...

Financial planning

Seeing the light: transperency

When it comes to claims, insurers have an onus of proof, and the process requires greater understanding, writes COL FULLAGAR....

Financial planning

Trustees should stick to the basics

There are some key matters that demand even greater super fund trustee attention at this difficult time, writes ANNE MacNAMARA....

Editorial

The big chill:protection for investors or fund managers?

A growing number of investment funds are suspending redemptions. ROBERT KEAVNEY explores the conflicts of interest and practical issues raised by decisions to freeze....