FINANCIAL SERVICES ASSOCIATION

Financial planning

The Yellow Book and The Red book are about to regain their place on the financial services industry’s book shelves, but no longer in a printed format....

Financial planning

With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...

Financial planning

An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...

Financial planning

Super growth for self manager super Despite recent reports to the contrary, self managed super funds continue to grow rapidly. Grant Abbott explains the factors behind ...

Financial planning

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Financial planning

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Superannuation

The Financial Planning Association of Australia (FPA) yesterday called on the Federal Government to establish an inquiry into retirement incomes policy as part of a drive...

Financial planning

In mid August, the Treasurer released a consultative paper on the application of the GST to financial services. Funds managers, life and general insurers, trustees of sup...

Life/Risk

Financial services groups are reeling under the strain of a massive upheaval of their businesses once the implications of the GST and the upcoming Ralph Report hit home. ...

Financial planning

The implementation of a wider GST on financial services poses a serious threat to financial planners, according to industry figures....

Funds management

The tax reform saga has some very prominent, influential and at times vocal players. When it comes to accelerated depreciation, miners come to the fore, whereas manufactu...

Financial planning

Politics is akin to cooking. Things go on the boil and off the boil. Other matters simmer and then go into a boil when the right circum-stances prevail....

Financial planning

The series of changes circulating through the finance industry has become daunting. The implications of GST and the upcoming Ralph Report loom large for all concerned but...

Financial planning

The Investment & Financial Services Association (IFSA) has refuted claims that it is holding formal talks to merge its external complaints resolution scheme. However, Mon...

Financial planning

Most Australians you speak to today are focussed on one, or both, of two upcoming events: New Year’s Eve and the Olympics. But for those of us who work in the financial s...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 days 22 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 6 days ago