TREASURY

Financial planning

A general consensus has emerged that many dealer groups will have to change commercial models as a result of the new conflicted remuneration rules....

Financial planning

The industry has welcomed a Treasury draft detailing grandfathering and a transition time to 1 July, 2014....

Superannuation

With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...

Financial planning

Kathryn Wardrobe outlines the steps for preparing your fee disclosure statement (FDS)....

Editorial

Mike Taylor writes that if the Federal Government imposes changes to the superannuation tax regime in the May Budget, it may take an entire Parliamentary term before a Co...

Financial planning

A new survey reveals how slowly financial services regulators are responding to politicians’ questions....

Superannuation

Challenger has announced its Challenger Retirement Fund is the first super fund in Australia to sign up to a SuperStream rollover gateway....

Financial planning

Following "somewhat ambiguous" statements on grandfathering in Consultation Paper 189, the Australian Securities and Investments Commission (ASIC) is set to release an up...

Superannuation

Daniel Butler and Nathan Papson note that changing an existing non-reversionary defined benefit pension to be reversionary may give rise to certain issues....

Policy & Regulation

Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....

Superannuation

ASFA’s pre-Budget submission questions underlying Treasury assumptions being used to justify altering super taxes....

Superannuation

Coalition meets with senior industry figures and extends its commitments on super policy. ...

Superannuation

The FPA, in its Treasury submission, has said the Government needs to immediately increase the super contributions cap and implement a longer-term financial plan....

Superannuation

Government needs to assess the age pension to ensure it is sustainable, according to the FSC....

Superannuation

Government needs to be chained to a set of systemic super principles to stop both sides from constantly changing the rules, according to Sunsuper’s Tony Lally....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago