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FINANCIAL SERVICES REFORM
Accounting
Accountants have warmly welcomed the recommendation by the Parliamentary Joint Committee on Corporations and Financial Services (PJCCFS) to allow them to provide advice o...
Financial planning
Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....
Financial planning
The Federal Government’s top finance industry advisory group - the Financial Sector Advisory Council - is calling on Australia to resist excessive regulation of the finan...
Financial planning
Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....
Financial planning
Over the past three years, more and more advisers have said they are becoming ‘lifestyle’ focused with their financial planning business and we have heard buzz words such...
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
Financial planning
The Federal Government has acknowledged inherent flaws within the new Financial Services Reform regime are largely due to the legislation being principle-based rather tha...
Life/Risk
The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...
Financial planning
The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...
Financial planning
AMP Financial Planning has appointed former ING head of aligned distribution Grant Pearson as its new head of advice segments, as part of a restructure of its senior mana...
Financial planning
Strategy firm Financial and Technical Solutions (FTS) has been signed up by financial planning compliance system, Keys, to provide technical advice in developing specific...
Financial planning
Accountants have received support to provide advice on all non-self managed superannuation structures after a recommendation by the Parliamentary Joint Committee on Corpo...
Financial planning
The ‘very poor’ ratings received by some dealer groups in the ACA/ASIC shadow shopping survey has led them to rethink how they operate. BEN ABBOTT investigates....
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Superannuation
A new professional accreditation for advisers on self managed superannuation funds (SMSF), who meet higher standards higher in the area than the minimum under PS 146, is ...
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MARKET INSIGHTS
Podcast
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...