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FINANCIAL ADVISERS
Financial planning
Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...
Editorial
Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...
Financial planning
The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...
Superannuation
APRA tells super funds that, utilising the new SuperStream arrangements, rollovers should be completed within three days....
Financial planning
AFA wants legislation to reflect that there is no difference between planners and advisers....
Financial planning
Financial advisers have been listed as the dominant distributors of retail structured products in Australia by research undertaken by IOSCO. ...
Financial planning
Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...
Financial planning
The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...
Financial planning
FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....
Superannuation
In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...
Financial planning
With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....
Life/Risk
Knowing what to do to avoid major pitfalls at claim time is where advisers’ true value lies, according to Col Fullagar....
Financial planning
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...
Editorial
Dealer groups are not the only financial services companies being forced to adapt to the new FOFA environment, with Instreet Investment’s George Lucas explaining that fun...
Editorial
There would have been many in the Australian accounting community who last week breathed a sigh of relief when they read the documents to be dealt with by the APESB at it...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...