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POLICY

Financial planning

The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....

Financial planning

Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....

Financial planning

The major financial planning representative groups have met informally to discuss the direction of policy amid the Australia Securities and Investments Commission’s conti...

Policy & Regulation

A critical Government-commissioned review of the Australian Prudential Regulation Authority appears likely to see it adopting a more overtly forceful approach based on st...

Policy & Regulation

The Tax Practitioner’s Board has issued a warning that people who use unregistered tax agents do not receive safe harbour protections when things go wrong....

Financial planning

Financial planners face the need to convince the Senate cross-bench of the virtue of allowing more time for them to sit the Financial Adviser Standards and Ethics Authori...

Superannuation

ASIC is reminding product issuers that as part of their implementation of Protecting Your Super Package, they need to take care that, from 1 July 2019, Product Disclosure...

Life/Risk

Super funds could face legal problems once group insurance for inactive accounts is switched off on 1 July, as members who were unaware they were losing their cover may s...

Features

Mike Taylor writes that the new assistant minister for Superannuation, Financial Services and Financial Technology will find some urgent matters sitting in her portfolio ...

Policy & Regulation

International ratings agency, Fitch Ratings has pointed to some significant economic challenges confronting the re-elected Coalition Government....

Editorial

Strategies based on particular government policy positions should be regarded as having reliable shelf-life no longer than that of the Government which introduced them....

Policy & Regulation

Even though the Federal Election had already been called, the Senate Economics Legislation Committee has vetoed a One Nation bill which would have ended financial service...

Policy & Regulation

The Australian Securities and Investments Commission has broken new ground by imposing a penalty on HostPlus based on the commercial links and consequent service agreemen...

Policy & Regulation

The Institute of Public Accountants has continued its defence of tax advice fees, arguing the move is unjustified and that the underlying data has been inappropriately us...

Policy & Regulation

The Australian Securities and Investments Commission has written to the chief executives of several major financial institutions, encouraging them to transition away from...

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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 week 2 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago