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Superannuation
What legislation has been passed and what's in store from July 1, 2009? JOHN CIACCIARELLI provides an update....
Financial planning
'Simple advice' may actually erode super balances if members don't understand the limitations of the information they're receiving, according to research by Guardian Fina...
Financial planning
PETER FORREST writes that successfully managing your clients’ cash flow will steal their hearts....
Editorial
Following a number of recent liquidity issues, platforms have found themselves in new territory....
Superannuation
Does borrowing inside superannuation warrant further consideration, asks TROY SMITH....
Superannuation
Sam Wall offers potential remedies for clients who have exceeded their contribution cap in superannuation....
Financial planning
Low-cost advice is a good thing, writes JO-ANNE BLOCH, but some aspects of the new intra-fund advice rules just don’t make sense from a policy, enforcement or delivery p...
Financial planning
Financial planners should be able to access the same class relief as superannuation trustees when providing limited, infra-fund advice, according to the chief executive o...
Financial planning
The Australian Prudential Regulation Authority has successfully pursued legal action to recover the assets of the failed Harts Staff Superannuation Fund....
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
People & Products
AIA Australia has appointed Margaret Canavan as its group operations head, six years after she joined the risk insurer as a claims assessor....
Financial planning
ALENA MILES considers estate planning strategies unique to self-managed super funds....
Financial planning
Guardian Financial Planning head Steve Browning claims intra-fund advice should be termed 'informed guidance' rather than 'advice'....
Financial planning
The Australian Securities and Investments Commission has opened up consultations on its proposed new margin lending regime at the same time as reminding advisers about th...
Financial planning
ASFA has issued a paper to provide superannuation trustees with guidance on valuation and liquidity issues associated with unlisted investments....
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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...