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Financial planning
The six largest financial planning institutions can expect a visit from ASIC which will examine their compliance with high-risk advice areas....
Superannuation
Industry superannuation fund members with balances of more than $250,000 are more satisfied with their funds’ performance then those who invested with retail funds, a sur...
Financial planning
Chan & Naylor flags SMSF loans flowing from new JV with Origin Finance to form Chan & Naylor Finance....
Financial planning
A national examination for planners is an inadequate measure and should not be implemented according to CPA Australia....
Financial planning
Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....
Financial planning
EQT and Dundas have added their EQT Dundas Global Equity Fund to the ASX-backed mFund settlement service....
Financial planning
A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...
Accounting
Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....
Financial planning
The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....
Editorial
Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....
The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....
Funds management
A review of disclosure to investors by the unlisted property industry has been described as “disappointing” by ASIC....
Superannuation
The standard of retirement income products needs to be lifted to that of SMSFs to fit in with a well-working retirement system...
Superannuation
Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....
Funds management
Investors Mutual will aim to raise $200 million for its new listed investment company QV Equities Limited. ...
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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...