TREASURY
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for the Federal Government to enshrine the term 'financial adviser/planner' in legislation, but in sl...
Financial planning
Superannuation funds looking to merge have been urged to push the issue of continuing capital gains tax relief for merged funds with the Government, in light of the actua...
Editorial
Perceptions exist that the industry super funds have succeeded in having the Government stack the cards against financial planners. Mike Taylor writes it is up to the Ass...
Tools & guides
David Shirlow takes a look at the Government's concessional superannuation contribution changes and what they mean for clients....
Financial planning
The Financial Planning Association (FPA) has called upon the Treasury to restrict the use of the term 'financial planner' under law. ...
Financial planning
The current exemption of financial planners from the tax agent services regime has been extended to 30 June, 2012....
Financial planning
Treasury has proposed a standard definition of flood cover across the insurance industry....
Editorial
With the Government set to change the superannuation contribution caps rules from 1 July, 2012, Troy Smith outlines the strategies available to financial advisers....
People & Products
Contango Asset Management investment services director, Carol Austin, and managing director of Goldman Sachs & Partners Australia, Stephen Fitzgerald, have been appointed...
Editorial
In its pre-Budget submission to the Federal Government, the Financial Planning Association called on the Government to implement a range of initiatives to support the cur...
Financial planning
Financial planning dealer groups and practice principals are rethinking staff incentivisation packages in light of the Future of Financial Advice (FOFA) reforms, although...
Financial planning
The Government has launched a website dedicated to helping consumers better understand and manage their finances....
Editorial
It has become self-evident that either directly or indirectly, opt-in is going to drive up the cost of financial advice for many Australian consumers, writes Mike Taylor....
Financial planning
Some volume rebates may survive the Federal Government’s Future of Financial Advice reforms....
Financial planning
Amendments to the National Consumer Credit Protection Act 2009 will give effect to some of the reforms announced as part of the Government’s Fairer, Simpler Banking...
Never miss the latest news and developments in wealth management industry
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...