PDS

Financial planning

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

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...

Financial planning

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

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...

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...

Financial planning

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

Financial planning

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

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....

Superannuation

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

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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’...

1 month 3 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 2 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...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

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

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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