DIRECTOR

Superannuation

One of the headline announcements in the 2012-13 Federal Budget affecting SMSFs was regarding contribution caps. Dan Butler and Nathan Papson explore this announcement, a...

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Superannuation

The median growth superannuation fund was up for the fourth consecutive month despite fears over economic stability in Greece and growing concerns that the country may le...

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Financial planning

Investors are being warned by the Australian Securities and Investments Commission of a Gold Coast based unlicensed financial services business operating under the name o...

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Editorial

As ASIC moves to translate the FOFA Acts into a new regulatory environment, there appears every chance that opt-in obligations may need to become an integral part of indu...

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Financial planning

AMP this week announced upgrades to its Elevate insurance offering, with a particular focus on people working in the mining industry....

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Superannuation

Industry super funds move to provide more transparency around remuneration ahead of Government-imposed obligations....

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Funds management

Franklin Templeton Investments has adjusted the fee structure on its balanced equity offering as it looks to target retail investors....

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Financial planning

The Financial Services Council has supported the view of Richard St John that a last resort compensation scheme would be 'inappropriate and counterproductive' for the fin...

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Superannuation

The Australian SMSF Members Association has formed a partnership with OneVue which will both sponsor the group and launch an intermediated consumer platform for associati...

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Financial planning

By ceasing to automatically mail out Centrelink statements, the Government is effectively setting a "trap" for pensioners who will find it harder to detect excess payment...

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Superannuation

A study currently being conducted by the University of Adelaide may allow both current and prospective SMSF trustees to make greater cost comparisons, according to Plaza ...

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Financial planning

Financial planning practice valuations have returned to three times recurring revenue as weak supply fails to meet demand, according to Forte Asset Solutions director Ste...

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Financial planning

A new paper suggests financial planners need to rethink what drives client risk tolerance....

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Financial planning

The Federal Budget has won little applause and much criticism from the financial services industry....

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Superannuation

Determining whether a share purchase through a self-managed super fund contravenes the in-house asset rules could be a complex task, according to Warrick Hanley....

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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 3 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....

1 week 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 6 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 4 days ago