PHIL LAGRECA

Policy & Regulation

SMSF trustees are being encouraged to review their current finance rates after changes to the safe harbour rates benchmark affecting LRBAs. ...

Superannuation

Gold and silver hauls dominate the big ticket items held in self-managed superannuation funds, according to the latest SuperConcepts Investment Patterns report. ...

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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’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

3 days 3 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 2 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 2 days ago
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