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Financial planning
The series of changes circulating through the finance industry has become daunting. The implications of GST and the upcoming Ralph Report loom large for all concerned but...
Financial planning
The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...
Superannuation
Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey....
Policy & Regulation
From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...
Financial planning
The public and often divided debate on super fund choice has been on the boil for more than two years. It has survived two federal elec-tions; been endorsed by the ground...
Financial planning
The handing down of the recent Federal Budget revealed no real concerns for the financial services industry. In the words of one corporate commentator: "It is a bit of a ...
Financial planning
The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...
Financial planning
Within the IFSA membership the 770 page Wallis report gathers no dust. It is often referred to when the industry is preparing position statements on the CLERP 6 process. ...
Financial planning
What is the key issue to emerge from the budget? "The Commonwealth Budget offered no surprises for financial markets but did provide a platform for the delivery of tax r...
Financial planning
As foreshadowed in a previous column, IFSA has completed its submission on the CLERP 6 consultation paper on financial products, service providers and markets. Many submi...
Financial planning
At the end of April, the Assistant Treasurer released an exposure draft of the Superannuation Legislation Amendment Bill (No. 4) 1999. This is the legislation that implem...
Financial planning
Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey. Head of the Investment Savings and I...
Financial planning
Reforms to the treatment of retirement income products have not gone far enough, according to the Association which fought hard for the latest changes....
Financial planning
Recent reforms of the Swedish pension system may provide some answers to New Zealand's retirement savings dilemma, according to head of the Investment Savings and Insuran...
Financial planning
According to IFSA’s industry statistics, there are about 9 million Australians who have life insurance or managed investment savings that will be affected by the business...
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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...