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FEES
Funds management
Pendal has seen record performance fees on its Australian funds, rising 29% to $16.4 million in the most recent quarter. ...
Funds management
Vanguard Australia will remove the fee for Vanguard exchange traded funds, managed funds and the cash account on its personal investor platform from 18 August to encourag...
Funds management
In a move to expand its adviser client base, Milford Asset Management has lowered its flagship fund fee for advisers to 0.9% per annum....
Financial planning
While a fixed-term fee agreement is a valid alternative for advisers finding difficulty in the ongoing fee arrangement requirements, they need to ensure their fee chargin...
Financial planning
The Government is allowing financial advisers to issue their fee disclosure statements 60 days from the anniversary date for the transition period. ...
Financial planning
The cost of recovering additional funding by the Government along with the decrease in the number of advisers year-on-year has led to the corporate regulator’s licensee l...
Financial planning
Financial advisers may still be chafing under the burden of annual fee renewals, but the Minister believes the industry has “generally reacted positively”....
Superannuation
Choice superannuation funds have been placed on notice that unless they look to their fees and investment performance they are at risk of being painted red on the heatmap...
Financial planning
Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee model by Centrepoint Alliance....
Financial planning
According to the Association of Financial Advisers, this will help make advice accessible for lower income clients....
Financial planning
The proposal to have financial advisers registered under the new disciplinary regime will seek a fee and the registration will need to be renewed annually. ...
Superannuation
Advice fees levied by superannuation funds are relatively insignificant when compared to administration and investment fees....
Expert Analysis
Ausbil’s Mark Knight writes that amid all the recent talk on the rise of passive investment strategies, their active counterparts have been steadily compounding outperfor...
Policy & Regulation
The corporate regulator is suing the Commonwealth Bank for misleading conduct over its monthly access fees, which saw $55 million incorrectly charged to customers....
Financial planning
The Australian Securities and Investments Commission’s three legislative instruments regarding fees and independent disclosure aims to minimise regulatory burden for the ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...