Powered by MOMENTUM MEDIA
moneymanagement logo
 

TREASURY

Financial planning

The Federal Government has announced that it will hold another round of industry consultation on choice of fund, after new draft regulations outlining the implementation ...

Financial planning

Inadequate professional indemnity (PI) insurance is proving a major compliance hurdle for financial planning dealer groups, the Australian Securities and Investments Comm...

Financial planning

Relief from burdensome Statement of Advice (SOA) requirements for planners who provide direct equity advice could be imminent, with the Financial Planning Association (FP...

Financial planning

The corporate regulator has given the strongest indication yet that it will act to ease the compliance burden on advisers under the Financial Services Reform (FSR) Act, h...

Superannuation

The Federal Government has moved quickly after its October 9 election win to clear the way for the implementation of its retirement incomes policy and has launched a disc...

Financial planning

The Federal Government has sought to use statements on the use of superannuation funds made by the Federal Opposition leader, Mark Latham up to six years' ago to suggest ...

Financial planning

A robust market with an appetite for boutiques has aided listed financial services firm Treasury Group to double funds under management for the year ending June 30, and i...

Financial planning

The Federal Government has been accused of applying a “sledgehammer approach to regulation” after Opposition Minister for Retirement Incomes and Savings Senator Nick Sher...

Financial planning

Complying pensions within SMSFs have been given a year long reprieve after widespread industry and community protest. Jason Spits looks at how the change came about and w...

Financial planning

Accountants have received support to provide advice on all non-self managed superannuation structures after a recommendation by the Parliamentary Joint Committee on Corpo...

Financial planning

The Federal Government has outlined its own formula for growing superannuation savings in the face of calls from business groups and the ACTU for Australia’s major politi...

Superannuation

The Investment and Financial Services Association (IFSA) has welcomed changes to the superannuation and retirement income system following an announcement by the Federal ...

Financial planning

Macquarie Bank has entered exclusive negotiations with Dutch bank ING Group over plans to acquire the latter’s Asian equity business – a variety of equity sales, trading ...

Funds management

The Australian Prudential Regulation Authority (APRA) has announced it will review the risk management practices of all authorised deposit-taking institutions (ADIs) with...

Financial planning

Financial advisers are facing a potential capital gains tax (CGT) hit in transitioning to the new Financial Services Reform (FSR) regime that has the potential to cost th...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

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

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago