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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
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...