TREASURY

Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Superannuation

The Industry Super Network has attacked CPA research linking superannuation and household debt....

Editorial

The Federal Treasurer, Chris Bowen, made a very good point when addressing the recent Financial Services Council annual conference: in 1996 the then Federal Opposition pr...

Financial planning

Grandfathering will remain under a Coalition Government unless the client decides otherwise....

Financial planning

There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...

Editorial

The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...

Financial planning

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

Policy & Regulation

Draft legislation will exempt offshore managers if they engaged with local intermediary. ...

Superannuation

Federal Treasurer claims a Coalition Government will never deliver on a 12 per cent super guarantee....

Financial planning

Planning companies willing to acquire licences may be able to secure grandfathering arrangements. ...

Financial planning

Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...

Financial planning

The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...

Financial planning

The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...

Policy & Regulation

Australian financial services institutions have received some breathing space with regards to the implementation of FOFA and Stronger Super as the US announces a six-mont...

Editorial

Financial planners may have won something of a victory in terms of TASA implementation, but the Financial Services Council’s Cecilia Storniolo writes that those impacted ...

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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’...

3 months ago

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

3 months 4 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...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

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