FOFA

Financial planning

Platform providers might be required to disclose their selection criteria for financial products included on their investment menu....

Policy & Regulation

Canny financial planners prepare for post-FOFA world

Financial planners may well be resistant to the Government's two-year opt-in, but many are already putting in place the paperwork necessary to establish the arrangement w...

Policy & Regulation

FPA and AFA lobby on FOFA key issues

Both the FPA and AFA have distilled their lobbying on FOFA to sets of key issues and vow to maintain the fight....

Editorial

Bill Shorten’s tall order

Recent suggestions that Kevin Rudd would offer Bill Shorten the Treasury portfolio in the event Rudd returned to the prime ministership is a reflection of the silliness t...

Superannuation

Superannuation following Stronger Super

Freya Purnell takes a closer look at what life after Stronger Super might bring to the superannuation sector....

Financial planning

The risky business of financial advice

For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....

Life/Risk

Synchron accuses FSC of misrepresenting churn figures

Dealer group Synchron has accused life insurance companies and the Financial Services Council of deeming all discontinued life policies as churn, and presenting figures a...

Editorial

The trouble with industry super funds

There are several reasons why many financial planners avoid recommending industry super funds. Cameron Darrow outlines a few....

Policy & Regulation

FOFA lobbying intensifies

Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....

Policy & Regulation

FOFA and MySuper cannot be considered in isolation

The Financial Services Council has warned against the Government considering FOFA, MySuper and the Productivity Commission review in isolation....

Superannuation

Securitor moves ahead of accountants' exemption announcement

Securitor has developed an offering to help accountants continue to provide SMSF-related services....

Policy & Regulation

ISN's David Whiteley backs flexible implementation of FOFA

The Federal Opposition has warned of Parliamentary force on FOFA changes, while the ISN's David Whiteley has backed the flexible implementation of FOFA....

Editorial

Why passive funds are not a low risk portfolio solution

Dominic McCormick explains why passive funds are not a low risk portfolio approach....

Policy & Regulation

Industry laments PJC's FOFA failure

The financial services industry has turned its attention to the parliamentary independents in the wake of the failure of the PJC reviewing the FOFA bills....