PLANNING

Property

Perpetual and Infrastructure Partnerships Australia have released a report that showed political risk as a major concern for infrastructure investment....

Policy & Regulation

On the third anniversary of ASIC Report 413 which gave rise to the Life Insurance Framework there are calls for regulatory proof that it was warranted....

Funds management

BGL Corporate Solutions has today announced it recently passed 100,000 paid self-managed super funds on its Simple Fund 360 offering....

Policy & Regulation

The Association of Financial Advisers has warned the Government its EDR and regulator funding measures risk making financial advice unaffordable and forcing the exit of s...

Policy & Regulation

Determinations by the Government’s new Australian Financial Complaints Authority should be open to appeal to the courts, according to a submission received by the Senate ...

Financial planning

Planners are switching insurers at record levels, while many advisers are seeking additional support to expand their life insurance advice....

Property

Research from Roy Morgan showed mortgage stress increased at the end of the 2016-2017 financial year, despite lower rates....

Superannuation

Three-quarters of Australians feel that fees are the most important factor when choosing a super fund, according to a survey....

Financial planning

The major banks may find themselves still subject to the Bank Executive Accountability Regime where their brand attaches to wealth and insurance businesses after partial...

Financial planning

The ABA is working towards making banks provide clearer and more accessible information on how to close accounts. ...

Life/Risk

The insurance in super code draft has made a down payment towards the reforms needed, Maurice Blackburn believes....

Superannuation

The governance of industry superannuation funds is a key driver of their superior outperformance, ISA believes....

Accounting

Unlicensed accountants are being asked to ‘please explain’ by ASIC as they may be in breach of financial services laws, a law firm said....

Accounting

The Accounting Professional and Ethical Standards Board has today announced new guidance around due diligence sign-offs measures for accountants....

Funds management

Only four per cent of online investors chose to leave their current broker in the last year, indicating high levels of satisfaction with Australian brokers....

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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 4 days ago

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

1 week 6 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 4 days ago
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