TREASURY

Financial planning

The finance sector outlook is positive, but change will be an ongoing feature....

Life/Risk

Funds receiving compulsory lost super transfers via the ATO should be required to deliver on insurance, says ASFA....

Superannuation

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

Superannuation

Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...

Financial planning

Tumultuous events in Canberra open the question of who will get the Financial Services portfolio....

People & Products

Treasury Group has appointed former Mercer chief investment officer Andrew Howard to take up the same post in its Melbourne office. ...

Superannuation

ASFA has called for an independent review of large SuperStream costs....

Editorial

When ASIC announced it was appealing a Federal Court decision to approve a settlement between former Storm Financial clients and Macquarie Bank Limited, it broke new grou...

Financial planning

FPA chief executive Mark Rantall has written to all Federal Parliamentarians urging them not to simply wave through the TASA legislation....

Financial planning

It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...

Financial planning

FPA points to tertiary qualifications discrepancy in Treasury TASA documents....

Superannuation

After ASIC refused to provide an exemption to corporate super specialists under the FOFA reforms' conflicted remuneration provisions, the Corporate Super Specialist Allia...

Financial planning

The Federal Government has bowed to industry pressure by allowing planners breathing space on TASA transition....

Financial planning

FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...

Financial planning

The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 ...

3 weeks ago

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

6 days 8 hours ago

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 ...

1 week 3 days ago
moneymanagement logo