LOUISE BITI

Financial planning

The Aged Care Steps Accredited Aged Care Professional program will be available as an elective unit which can lead to eligibility for the Financial Planning Association o...

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Features

The Royal Commission into Aged Care was not directed at advisers but, Chris Dastoor writes, the outcomes have implicated how clients perceive the industry....

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Financial planning

There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...

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Features

Saving for retirement is important, but how those savings are implemented into planning and covering future residences is an important part of any retirement plan, Chris ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago