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Financial planning
A new report by Chant West is likely to enflame the ongoing fees debate between industry funds and retail master trusts by accusing some industry funds of not passing on ...
Financial planning
There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...
Financial planning
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
Financial planning
Industry, government and corporate superannuation funds have been included for comparison in an updated version of a Mercer Investment Consulting superannuation fund asse...
Financial planning
Superannuation fund researcher SuperRatings is to launch what is believed to be Australia’s first online product to assist advisers and other financial services players t...
Superannuation
Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...
Funds management
Hedge fund managers have been warned they will come under increasing scrutiny from the corporate regulator, which has expressed concern that the complexity of some funds ...
Financial planning
Differences in disclosure documents between major superannuation providers currently permitted by regulators and industry associations are making it too hard for investor...
Financial planning
Trustees of superannuation funds have been given an extra year by the corporate regulator to provide Product Disclosure Statements to members that are meant to detail dif...
Financial planning
Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...
Financial planning
Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...
Financial planning
Just when you think you understand how to comply with the terms of your Australian Financial Services Licence, Batch 8 dollar disclosure arrives, writes Paula Zammit....
Financial planning
The Australian Securities and Investment Commission has released a revised version of its good practice model for fee disclosure in product disclosure statements that wil...
Financial planning
Consumers are still struggling to fully understand fees and charges within the superannuation sector according to the latest research released by the Association of Super...
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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...