FOFA

Financial planning

Bank executive confirms impact of grandfathering on practice funding. ...

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Accounting

The IPA confirms its break with APES 230 with the formalisation of its own Pronouncement 11....

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Financial planning

Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....

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Editorial

The Financial Services Council caused something of a stir in the financial services industry when, at its annual conference in Brisbane, it announced a policy discussion ...

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Financial planning

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are lookin...

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Financial planning

Last week, Money Management published the first eight of Paul Derham’s 16 tips to help planner practices sail through their next licensee compliance audit. In part 2, Der...

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Editorial

BlackRock Australia’s Jonathan Howie explains why ETFs can work in the best interests of clients and financial advisers. ...

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Editorial

After a substantial part of the year when employers and employees seem to have been marking time in terms of job recruitment, things may be about to change, write Andrew ...

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Editorial

With the naming of the first Abbott Cabinet, the Australian Financial Services industry has, unusually, found itself dealing with ministers who actually have some experie...

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Financial planning

The Future of Financial Advice regime is slowly settling down. Well, perhaps. With the recent election of a Coalition Government, all bets could be off the table, as Geor...

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Superannuation

CSSA is calling on the Coalition to adopt the super leniency regulation it put forward under Labor....

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Superannuation

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

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Financial planning

Plannner sentiment has risen to pre-GFC highs following the election of a Coalition Government....

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Financial planning

A new ASIC report has revealed how the regulator is allowing or rejecting planner remuneration arrangements....

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Financial planning

The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....

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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 3 weeks ago

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

4 months 3 weeks ago

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

6 days 16 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 4 days ago

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

2 weeks 2 days ago