FOFA

Financial planning

Financial services is one of last professions to outsource routine procedures to improve productivity....

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Policy & Regulation

The performance of the big four banks in the next half year will be intrinsically linked to the outcome of regulatory reforms in the financial services sector, according ...

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Financial planning

As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....

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Financial planning

Platforms are continuing to struggle with FDS as research finds compliance accounted for half of development spending. ...

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Financial planning

TASA and FOFA focus of planners’ attention....

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Superannuation

New research confirms most superannuation fund executives and trustees believe few members understand what super is delivering in terms of insurance cover....

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Financial planning

No-one likes a surprise when wrestling with tax and superannuation, and financial planners heading towards the end of financial year seem primed on what is about to chang...

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Policy & Regulation

FOFA should be given time to settle before further changes, according to Minter Ellison....

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Financial planning

Synchron has actioned growing its planner numbers on the basis of ASIC’s no-action approach to grandfathering....

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Policy & Regulation

Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....

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Policy & Regulation

Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...

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Editorial

It would be very easy to have read the announcement by the Minister for Finance, Senator Mathias Cormann, that he was pausing the FOFA change process as some sort of a vi...

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Superannuation

With eight years having passed since the ‘Simpler Super’ review, it could be time to reopen a dialogue about the future of super, Bryan Ashenden writes....

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Financial planning

For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...

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Editorial

Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...

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