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Financial planning
Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...
Financial planning
The financial services industry is faced with a considerable unknown regarding the future of the bank deposit guarantee, according to IFSA deputy chief John O'Shaughnessy...
Financial planning
Treasury announces ASIC to be responsible for supervision and enforcement of the laws against misconduct on Australia's financial markets....
Financial planning
ING has argued for the intra-fund advice regime to be extended to financial planners, while also calling for more stringent licensing rules and education standards....
Financial planning
CAROLINE MUNRO reports on the pressing need for better retirement products, particularly in light of the growing longevity risk in Australia and the impact of the global ...
Financial planning
ASIC uses its submission to the Ripoll Inquiry to suggest more regulatory intervention and higher licensing and fiduciary standards for planners....
Financial planning
With investors profiting from India's growth, the new political environment augurs well for the country's future prosperity, writes INDY SINGH....
Superannuation
What legislation has been passed and what's in store from July 1, 2009? JOHN CIACCIARELLI provides an update....
Financial planning
A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....
Financial planning
There’s no time like the present to make salary sacrifice, personal deductible and non-concessional contributions into superannuation and take advantage of the market slu...
Financial planning
The Financial Planning Association and the Association of Financial Advisers are to join together to push regulatory reform of the financial services industry....
Financial planning
Draft margin lending regulations and 'example documents', including a draft Product Disclosure Statement, are likely to be released within the next couple of weeks, accor...
Financial planning
Perceived uncertainty surrounding the current reviews of superannuation needs to be seen in perspective, with the reviews providing the opportunity to lock in long-term p...
Financial planning
Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...
Policy & Regulation
Significant tax issues facing financial services, some recommendations likely to be excluded from consultation....
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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...