CHANGE

Features

Mike Taylor writes that new research and real-time market realities have pointed to the significant changes now confronting financial planners....

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Editorial

The Royal Commission when combined with the Federal Election will dictate significant change for financial planners in 2019. ...

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Financial planning

As changes to superannuation contribution rules come into effect, advisers with older clients should be aware of the strategy options these and other legislative changes ...

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Accounting

Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF clients under the new licensing rules....

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Financial planning

The AFA has a new focus on adaptive practices for advisers entering the new financial year and will incorporate a new framework for financial advice....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago