SUPER FUND
Financial planning
Changes will help lost super problem....
Superannuation
Government expresses concern over SMSF governance issues....
Financial planning
Financial Planning magazine looks at the national winning entry of Michael West for the Low Income Planning category in this year’s Value of Advice Awards....
Financial planning
UBS invests in self-funding instalment warrants....
Financial planning
Aviva gives significant tax refunds to members....
Financial planning
AMP Financial Planning has offered rectification to about 1,500 clients affected by an enforceable undertaking the dealer group gave to the Australian Securities and Inve...
Financial planning
The corporate regulator has modified the policy statement it issued covering the appropriate disclosure requirements outlined in section 1012IA of the Corporations Act ad...
Financial planning
ING is urging clients to register their Tax File Number with their super fund to ensure their life insurance cover is protected when the new Simpler Superannuation rules ...
Financial planning
The Federal Government has moved to address the lingering tax file number issue by ensuring the Australian Taxation Office provides the data to superannuation funds unles...
Financial planning
The Australian Securities and Investments Commission has accepted an enforceable undertaking from First Capital Financial Planning over super switching advice it gave to ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...