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Financial planning
The Parliamentary Secretary to the Treasurer, Chris Pearce, has indicated that a significant degree of consumer education is needed before the large number of legacy prod...
Financial planning
The Australian Taxation Office has admitted it will be challenged to implement all of the proposed changes to agricultural managed investment schemes before June 30....
Financial planning
The organisation representing industry superannuation funds has used a submission to the Treasury to argue that financial planners should be made to comply with the same ...
Financial planning
The Investment and Financial Services Association has broadly welcomed a proposal by the Parliamentary Secretary to the Federal Treasurer, Chris Pearce, to introduce a $1...
Financial planning
The introduction of the Tax Law Amendments (Simplified Superannuation) Bill into Parliament has drawn mixed reactions from the financial services industry....
Financial planning
Court enforceable undertakings, the regulators’ disqualification regime and co-operation between APRA and professional industry bodies are among the enforcement and other...
Financial planning
THE deadline for the financial planning sector to propose changes to the controversial wording of draft Corporations Act Regulation 7.6.02AAA fells yesterday (November 30...
Financial planning
The Financial Industry Complaints Service has undertaken to respond to concerted criticism from within and without the financial services industry over its performance an...
Financial planning
ASFA’s chief executive officer Philippa Smith has welcomed the superannuation proposals in last month’s Federal Budget as “radical, bold and far reaching”, while calling ...
Financial planning
ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...
Financial planning
Arrangements for the transition to the new superannuation system proposed in this year’s Federal Budget have come under question as the impact of the changes begins to si...
Financial planning
Count Wealth Accountants has announced that reverse mortgage products provided by ABN Amro, Bluestone Equity Release and Macquarie Mortgages would be added to its recomme...
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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...