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FINANCIAL PLANNING
Policy & Regulation
Full Federal Court decision defines extent of ATO’s powers on promoters of tax exploitation schemes....
Financial planning
Non-aligned advice can compete and grow but needs to shift focus away from asset management....
Financial planning
Dealer group head calls for rigorous consultations before FOS moves to lift fees....
Financial planning
Software upgrades to boost scaled advice opportunities....
Superannuation
SPAA says absence of SMSF training standards in new RG146 is surprising, given regulator’s concerns....
People & Products
In a move to tap into the growth in popularity of exchange-traded funds (ETFs), BetaShares has appointed Lyndall James as director of adviser services....
Financial planning
FOS is proposing to more than double its maximum membership fee to $25,000. ...
Financial planning
Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....
Funds management
Financial advisers will need to untangle the complexities of the new aged care reforms so that their clients do not miss out on income, a fund management firm believes. ...
Financial planning
BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....
Financial planning
ASIC chairman Greg Medcraft expresses concern at the time it takes to get matters before the courts....
Financial planning
Money Management has named Tupicoffs’ James Kenny its 2013 Financial Planner of the Year. ...
Financial planning
A ‘discipline and punish’ style approach to compliance from auditors does little to stop licensees from repeating the same shortcuts and mistakes, a financial adviser bel...
Superannuation
Warning self-managed super funds (SMSFs) that they are not entitled to compensation is too “simplistic” and needs to factor in all financial assistance available....
Superannuation
The draft terms of reference for the Government’s Financial System Review place regulators and super on the agenda....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....