FINANCIAL PLANNING

Financial planning

Planners watch events in ICAC and hope they do not impact pace of FOFA changes....

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Accounting

ICAA welcomes Government’s Cutting Red Tape website....

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Financial planning

Centrepoint Alliance to assist planners gain their own licence and secure PI cover ...

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Financial planning

National credit card debt has almost doubled in the last 10 years and is set to hit more than $52 billion by December 2014....

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Financial planning

Money Management roundtable participants acknowledge that some hard lessons were learned on margin lending from the collapse of Storm Financial....

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Financial planning

US specialist Bill Bachrach says Australian planners should be focused on their clients’ needs rather than their fee structures....

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Financial planning

Financial advisers have to advocate further to avoid the growing involvement of lawyers in the insurance claims process....

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Editorial

Based on recent media coverage, it would be easy to believe that the Abbott Government was quite recklessly setting about dismantling all the consumer protections contain...

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Policy & Regulation

The Assistant Treasurer, Senator Arthur Sinodinos, says ASIC will monitor FOFA changes to ensure they are meeting their objectives....

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Editorial

MySuper and the default funds under modern awards regime have been areas of controversy for many months but, as Mike Taylor writes, the actions of the Fair Work Commissio...

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Financial planning

BT rolls out tablets to its planning force to increase face-to-face time with clients....

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Financial planning

Financial planners may need to complete at least 60 hours of CPD to stay registered as tax advisers, TPB proposes....

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Financial planning

Federal ministers have been told FOS is being distracted by commercial borrowers such as property developers....

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Financial planning

The head of the Commonwealth Bank has denied poor organisational culture is to blame for the events that led to a number of its planners being banned by the industry’s re...

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Financial planning

ASIC warns on offshore lending scam which has impacted some Australian consumers....

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MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 4 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 4 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

4 days 20 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks ago