TREASURY

Financial planning

Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....

Financial planning

The Federal Government has moved to simplify the GST arrangements regarding taxes, fees and charges....

Financial planning

While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...

Editorial

As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...

Financial planning

New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...

Policy & Regulation

The Assistant Treasurer and Financial Services Minister, Bill Shorten, has released a discussion paper around the proposed changes to income tax laws....

Financial planning

The majority of advisers surveyed by Radar Results believe it is likely they will lose clients as a result of the opt in for continuing advice reform....

Policy & Regulation

The industry needs to move beyond telling Treasury why opt-in requirements and banning volume rebates won’t work and start offering solutions to the problems, accor...

Financial planning

The Government is not likely to budge on the implementation of an opt-in provision but is flexible on how it is achieved....

Financial planning

The inspector general of taxation has recommended the abolishment of the oral rulings system to the Australian Taxation Office (ATO), in view of the continuing low level ...

Life/Risk

Insurers including Zurich, Asteron and ING have called on Treasury to reveal some of its intentions concerning commissions for life insurance....

Superannuation

The SPAA has recommended an ‘opt-out’ from the superannuation guarantee as a way for people with multiple employers to avoiding incurring significant tax pena...

Financial planning

The Treasury has deferred the application of the National Tax Agent Services regime to financial planners until 1 July, 2011, a move which has been applauded by financial...

Financial planning

The Future of Financial Advice reforms will see the end of commissions and the introduction of fee-for-service for planners. Mike Taylor hosts a roundtable to discuss wha...

Financial planning

Financial Planning Association chief Mark Rantall has warned against the pricing pressures created by “over regulation”, resulting in an inflation of the cost...

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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 1 week ago

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

4 months 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 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 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 4 days ago

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

1 week 3 days ago
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