PDS

Financial planning

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

image
Financial planning

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

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

Editorial

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...

image
Financial planning

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

image
Editorial

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...

image
Financial planning

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

Financial planning

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

Policy & Regulation

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

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...

image
Financial planning

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

image
Financial planning

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

image
Editorial

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

image
Superannuation

Generalised end-benefit projections risk being irrelevant....

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 1 hour ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 2 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 2 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago