compliance

Policy & Regulation

Older savers using interest-bearing products receive tax break....

Financial planning

Financial services industry welcomes Budget

The Government's Budget initiatives around the Johnson Report and tax cuts are welcomed by the financial services industry, but with some reservations....

Policy & Regulation

BDO highlights concerns with MIT tax reform

Accounting firm BDO has criticised the Government for not adopting a number of recommendations made by the Board of Taxation in relation to the tax reforms for managed in...

Financial planning

Financial services industry welcomes Budget

The Government's Budget initiatives around the Johnson Report and tax cuts are welcomed by the financial services industry, but with some reservations....

Financial planning

New regulation to reverse class action ruling

The Federal Government will draft regulation that will in effect reverse a Federal Court decision made in October last year that funded class actions are managed investme...

Superannuation

Tougher SMSF audit standards urged

The Cooper Review has been warned that a substantial gap exists between the audit standards required by ASIC and those allowed with respect to SMSFs....

Financial planning

How to avoid common mistakes when tailoring Statements of Advice

Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....

Financial planning

Bowen reforms death knell for mid-tier groups?

Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...

Financial planning

ASIC releases short selling guidance

ASIC has released regulatory guidance to assist with compliance with new legal requirements related to short selling....

Financial planning

How financial planners can avoid the common pitfalls of referrals

Gold Seal Legal's Charmian Holmes explains how financial planners can master the art of referrals, and why it is best to choose your sources wisely. ...

Editorial

Hedge funds under increasing regulatory scrutiny

Despite a resurgence in popularity, Janine Mace explains why hedge funds are coming under great scrutiny from regulators worldwide....

Financial planning

Why financial planners who are prepared to change can thrive

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...