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Financial planning

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Financial planning

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Financial planning

Perennial Investment Partners has received strong support for its zero fee policy from the Australian platform industry....

Financial planning

The average superannuation balances of women and other population demographics are lagging significantly, according to a recent study conducted by the Association of Supe...

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Financial planning

Research commissioned by the Investment and Financial Services Association has suggested policy and legislative changes encouraging the export of Australian financial ser...

Financial planning

The Federal Government’s changes to the rules surrounding termed allocated pensions may present some planners with challenges, writes JOHN WILKINSON....

Financial planning

John Wilkinson investigates the future viability of annuities after new tax treatment rules are implemented by Government on September 20....

Funds management

A key Parliamentary Committee has been told that Australia’s current withholding tax regime is acting as a direct disincentive to foreign investment....

Financial planning

The Australian Taxation Office has announced its plans to provide approximately 740,000 employers across the nation with a fact sheet explaining the implications of the n...

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Financial planning

Perennial Investment Partners has said at least five master trusts have undertaken to pass on 100 per cent of its limited waiver of management fees for retail clients who...

Editorial

Amid the reaction and commentary regarding the second Intergenerational Report released by the Treasurer recently, a delve into the report itself gives us some pretty enc...

Editorial

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Financial planning

Russell Investment Group has responded to the Government’s recent superannuation changes with a new Private Active Pension that it says is the last of its Private Retirem...

Financial planning

The Federal Opposition has signalled that it is prepared to enter into discussions with the Investment and Financial Services Association to pursue policies capable of ma...

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Financial planning

Industry associations broadly welcomed the introduction of the Simpler Regulatory System Bill into the House of Representatives yesterday....

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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....

1 week 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 5 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 3 days ago