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Financial planning
Planners must adopt more complicated technology and a systematic approach to client needs....
Financial planning
'Simple advice' may actually erode super balances if members don't understand the limitations of the information they're receiving, according to research by Guardian Fina...
Financial planning
A further 22 superannuation fund trustees and 47 funds make relief applications....
Financial planning
Low-cost advice is a good thing, writes JO-ANNE BLOCH, but some aspects of the new intra-fund advice rules just don’t make sense from a policy, enforcement or delivery p...
Superannuation
Does borrowing inside superannuation warrant further consideration, asks TROY SMITH....
Financial planning
Corporate governance ranking agency head Lynn Ralph expresses doubt over APRA superannuation league tables....
Financial planning
IFSA is in discussions with both APRA and ASFA on defining the investment parameters of balanced superannuation funds, according to IFSA chief executive Richard Gilbert....
Financial planning
ASFA has succeeded in gaining relief from the requirement to track down temporary residents whose super monies have been transferred to the ATO, a move which will represe...
Financial planning
A push has been announced for the creation of a body to promote Environmental, Social and Governance (ESG) research....
Policy & Regulation
Additional changes would remove impediments to super mergers; application period extended until 2011....
Life/Risk
Super fund associations promise assistance....
Financial planning
Government and industry welcomes consultation paper....
Superannuation
John Perri provides a checklist of the marginal tax rates and offsets advisers need to keep in mind when approaching retirement planning with clients....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...