DIRECTOR

Superannuation

It doesn’t come as a surprise that some SMSF investors are tempted by overseas property investments. However, there are a number of compliance traps they must navigate, a...

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Superannuation

Self-managed superannuation was the clear winner of 2011, with healthy sector growth and satisfactory investment returns. However, as 2012 kicks off, SMSFs must turn thei...

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Superannuation

Cbus' 2012 annual report has announced the superannuation fund's new standards for disclosure, two months after the Financial Services Council announced plans for members...

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Policy & Regulation

The financial advice industry's FOFA lobbying effort has highlighted the need for a united voice, according to a panel of experts....

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Funds management

Spurred on by the growing interest of SMSFs, confidence is slowly beginning to return to the Australian property investment sector as investors become more open to lookin...

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Superannuation

Superannuation funds "should be as transparent as listed companies", says Financial Services Council chief executive John Brogden....

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Superannuation

The tendency of independent SMSF clients to treat their financial planner as a consultant rather than a trusted adviser and only seek advice about some issues could cause...

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Financial planning

The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...

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Financial planning

As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...

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Financial planning

Derivatives trading director Neil King was banned from the financial services industry for six years after he misled clients into trading with his company....

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Superannuation

Default-option superannuation funds are close to revisiting their pre-global financial crisis highs, according to Chant West and SuperRatings....

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Superannuation

David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...

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Life/Risk

Industry discussion in relation to what constitutes 'churning' in life insurance needs to be replaced with a debate on a sustainable remuneration model for switching poli...

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Financial planning

Financial advisers seeking more independence in providing a broader range of products and services need to take a pragmatic approach when making the decision to switch li...

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People & Products

In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

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

5 months ago

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

2 weeks 1 day ago

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

2 weeks 6 days ago

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

3 weeks 4 days ago