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Building debt portfolios used to be easy. But it’s much harder now. These days, the debt side of portfolios should be absolutely secure and designed as three buckets. Tim...
The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...
With the FOFA, Stronger Super and MySuper reforms finally taking shape, the financial services industry has a clearer picture of what the future holds, writes Chris Kenne...
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...
With the Parliamentary Joint Committee on Corporations and Financial Services having last week handed down its final report on the collapse of Trio Capital, it is worth r...
The last APRA regulatory failure around HIH Insurance saw heads roll. Mike Taylor asks whether the gravity of the Trio Capital collapse ought not to justify similar punis...
Until the final wording of the Future of Financial Advice legislation is released, it is impossible to assess what the opt-in agreements have actually achieved for financ...
Mike Taylor writes that the Government’s FOFA process has finally produced a genuinely positive outcome in the St John report’s clear analysis of the need for financial p...
It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...
MLC's Gemma Dale outlines the issues financial advisers need to consider before and after 30 June to help clients maximise opportunities and avoid costly mistakes....
When it comes to asset allocation, the focus has shifted from beating benchmarks to the requirement that liabilities are met, writes Richard Skelt....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...