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Financial planning

The Financial Planning Association will offer an assessment and quality accreditation facility for entry level financial education providers, inching the association a st...

Financial planning

Reforms to Australia’s financial services sector have left the country’s capital markets in a better position than most other OECD nations, according to a new report from...

Superannuation

People running self-managed superannuation funds need to review their position with respect to compliance at least three or four times a year, according to specialist sup...

Financial planning

Financial planners providing tax advice have come under the spotlight of the Australian Securities and Investments Commission who released new guidance today to ensure pr...

Financial planning

The Australian Securities and Investment Commission has worked looming conflict of interest legislation into its licensing regime by updating two of its licensing guides....

Financial planning

BT Financial Group has developed a new software program that channels superannuation contributions to various funds in an attempt to lighten the administrative load that ...

Superannuation

The SMSF Professional’s Association of Australia has launched a new accreditation program for advisers, pre-empting Australian Taxation Office plans to double the number ...

Financial planning

The Association of Superannuation Funds of Australia has warned the Federal Government that legislation exempting employers from reporting quarterly to employees on their...

Financial planning

Tower-owned advice firm Bridges Financial Services has lost its chief executive Chris Wren following an executive make-over of the Trans-Tasman firm’s wealth management a...

Financial planning

MMC Asset Management has provided an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) following an investigation into unsolicited of...

Financial planning

Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...

Financial planning

Knowledgeable industry commentators are saying the values of planning businesses have dropped considerably for three key reasons....

Financial planning

Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...

Financial planning

Fund managers and product providers may still fail to meet the deadline for compliance with the new dollar disclosure regime despite the Australian Securities and Investm...

Accounting

The Financial Planning Association (FPA) and the Investments and Financial Services Association (IFSA) have moved to head off a further bid by accountants to get a larger...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 4 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 5 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 6 days ago