POWERED BY MOMENTUM MEDIA
GOVERNMENT
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
Superannuation
SPAA claims $2000 self-education cap will undermine maintenance of professionalism in SMSF sector....
Superannuation
After a slow start, the Government believes its small business super clearing house can now be counted a success....
Financial planning
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Funds management
The Australian Securities and Investments Commission (ASIC) has released final rules around over-the-counter (OTC) derivatives trade reporting obligations for financial i...
Superannuation
SPAA welcomes changes to the tax treatment of non-reversionary pensions....
Editorial
There will be many in the financial services industry who will welcome the return of Chris Bowen to over-arching management as Federal Treasurer of the Financial Services...
Financial planning
The distinction between wholesale and retail clients has been a fundamental part of the financial services laws since the 2004 Financial Services Reform legislation. Howe...
Editorial
Financial planners may have won something of a victory in terms of TASA implementation, but the Financial Services Council’s Cecilia Storniolo writes that those impacted ...
Superannuation
Expert panel advocates finding a concessional caps’ sweet spot and limiting lump sums....
Funds management
The aftermath of what was deemed the largest superannuation fund fraud in Australian history has seen only one individual jailed so far, with most other parties having th...
Superannuation
Liberal MP Paul Fletcher has hit out at the Labor Government for the current lack of public confidence in Australia’s superannuation system. . ...
Financial planning
The Coalition has released a new policy paper which confirms it would amend FOFA to “reduce compliance costs for small business financial advisers”. ...
Life/Risk
Funds receiving compulsory lost super transfers via the ATO should be required to deliver on insurance, says ASFA....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...