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Financial planning
The Australian Securities and Investments Commission has confirmed it is closely monitoring the delivery of financial advice by superannuation funds against the terms of ...
Tools & guides
This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil...
Financial planning
Westpac has confirmed that Panorama is amongst the assets under consideration for sale, but it continues to perform for the big banking group....
Funds management
Westpac’s first-half results announcement has confirmed the brands still under consideration for sale as part of the big banking group’s Portfolio Simplification strategy...
Financial planning
As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...
Financial planning
While the Financial Advisers Standards and Ethics Authority will cease to exist from 1 January, 2022, its code of ethics will still be up for review as the guide is yet t...
Funds management
There has been a “significant escalation” in the use of illiquid assets, according to BT, despite liquidity being “more important than ever” since the market dislocations...
Features
The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....
Financial planning
Advisers have said they would be unlikely to impose blanket bans on complex products but that making large allocations could affect their professional indemnity insurance...
Expert Analysis
As the medium between the client and the adviser, writes Kathy Vincent, it is imperative for platforms to respond to technological changes and adapt to their needs....
Superannuation
BT Funds Management has revealed to a Parliamentary Committee what it is extracting in administration and investment management fees from BT Super accounts....
Funds management
The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....
Superannuation
Ten superannuation funds experienced outflows in excess of a billion dollars as a result of the Government’s COVID-19 hardship superannuation early release regime, with i...
Features
Financial advisers have found the greatest benefit of the pandemic has been clients realising the value of their advice, writes Laura Dew, even if it meant them receiving...
Tools & guides
Jessie Pettigrew shares how financial advisers can best work with their clients to help them navigate the environmental, social and governance investing landscape....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....