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Financial planning
APRA’s Charles Littrell argues the case for political bipartisanship on supporting the financial services regulators....
Superannuation
A negative return close to retirement can be more detrimental to a client’s savings than one at the beginning of their career. Vivek Prabhu from Perpetual explains how to...
Editorial
Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...
Superannuation
Super funds which provide advice around tax want exemption from requirement to register as tax agents....
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....
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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?...