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INVESTMENT ADVICE
Editorial
Fiona Trafford-Walker has been crowned Woman of the Year as part of the inaugural Money Management/Super Review Women in Financial Services Awards. Milana Pokrajac report...
Financial planning
Founder of Frontier Advisors Fiona Trafford-Walker has been named Woman of the Year as part of the Money Management/Super Review inaugural Women in Financial Services Awa...
Accounting
A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....
Superannuation
While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...
Superannuation
Another new administration platform has been launched into the SMSF market - CleverSuper - with the founders inviting 250 advisers to become "founding partners"....
Money Choice director Matthew George had his PIPA membership suspended days after the regulator banned him from the industry and cancelled his firm’s credit licence....
Financial planning
A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....
Superannuation
The Property Investment Professionals of Australia (PIPA) has welcomed the findings of the regulator’s SMSF Taskforce, but says trustees still require specialised propert...
Financial planning
ASIC is warning investors of a cold-calling scam that appears to be linked to a series of fraudulent businesses....
Financial planning
Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....
Financial planning
A lack of regulation around property investment in Australia, particularly in regards to SMSFs, is jeopardising the retirement savings of millions, according to PIPA....
Life/Risk
We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Superannuation
AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...
Superannuation
Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....