COOPER REVIEW

Policy & Regulation

While Australia’s big wealth management firms are well placed to adjust to the FOFA reforms, the smaller players will struggle....

image
Superannuation

Chant West issues warning that separating adviser fees from super returns will not necessarily create greater clarity....

image
Editorial

Recent comments by Assistant Treasurer and Minister for Financial Services Bill Shorten have brought the Government's willingness to consult with the industry about FOFA ...

image
Financial planning

The merger of First State Super and Health Super would create one of the biggest super funds in Australia....

Life/Risk

Australia’s tax regime should be amended to give insurance cover the same status irrespective of whether it is obtained inside or outside of superannuation....

image
Superannuation

ATO confirms identifying 140 illegitimate SMSFs and backs the Cooper recommendations....

Superannuation

The Self-Managed Super Fund Professionals’ Association is pushing for higher standards for financial planners who advise in the sector....

Editorial

The Assistant Treasurer and Minister for Financial Services, Bill Shorten, has outlined some of the Government's policy agenda, including a commitment to MySuper but, as ...

image
Financial planning

Members of the financial services industry regard the proposed reforms package as beneficial, but question its ultimate success, according to the research conducted by RB...

Financial planning

CommInsure is backing a campaign of direct action on the part of financial planners, encouraging them to approach local members of Parliament to make the case for advice ...

image
Superannuation

Cooper Review recommendations that SMSFs be subject to more stringent auditing requirements will needlessly increase costs, according to accounting firm Chan & Naylor...

Financial planning

Analysis from Citigroup has highlighted the fact that providers of intra-fund advice will not be immune to cost pressures if the Government’s proposed expansion of ...

image
Superannuation

The Cooper Review panel may have suggested otherwise, but Mike Taylor writes that the exponential growth in the number of self-managed superannuation funds and the invest...

image
Policy & Regulation

The FPA and the Association AFA are confident that the industry has the ear of Treasury as the consultation around the Future of Financial Advice reforms has resumed....

Financial planning

Accountants move to increase their foothold in the financial planning arena with new association....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 13 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago