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FINANCIAL PLANNING
Financial planning
Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....
Policy & Regulation
Macquarie has used its AGM to claim it is on track in meeting the terms of its 2013 Macquarie Private Wealth enforceable undertaking....
Financial planning
Perpetual Private Clients has the most valuable planners according to data collected as part of the upcoming Money Management Top 100 Dealer Group survey....
Policy & Regulation
The Australian Prudential Regulation Authority has refused to conede that the Government’s FOFA changes will generate more risk....
Superannuation
Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...
Financial planning
FPA chairman, Matthew Rowe wants planners to be individually registered with ASIC as part of a fully enforceable professional code of conduct....
Financial planning
The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....
Superannuation
The ATO has warned SMSF trustees about inappropriate use of home loan unit trusts and the risks entailed in attending overseas SMSF conferences....
Editorial
Mike Taylor writes that the financial planning industry must lobby the Palmer United Party to defend hard-won FOFA gains. ...
Editorial
The misdeeds which occurred within Commonwealth Financial Planning have become a stalking horse for those seeking to prevent any amendments to FOFA....
Superannuation
ASIC warns on the one stop shop SMSF business model and the re-emergence of commissions....
Financial planning
ASIC points to so far modest take-up of limited AFSL and the emergence of concerning trends around RG 146 completion and professional indemnity....
Policy & Regulation
A letter written by Senator Mathias Cormann to Clive Palmer confirms the concessions that were necessary to ensure passage of the regulations changing FOFA....
Financial planning
Industry advocate groups have broadly welcomed the Financial System Inquiry (FSI) interim report’s vow to lift the education bar for advisers, but one has questioned the ...
Financial planning
The interim report of the Financial Systems Inquiry has pointed to higher educational standards for planners, a national exam regime and tougher powers for ASIC....
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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...