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MARGIN LOANS
Financial planning
Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...
Financial planning
The Financial Services Working Group is close to finalising the streamlined disclosure documentation attaching to margin loans, superannuation and managed investment sche...
Financial planning
Slater and Gordon hopes the deal struck between the Commonwealth Bank of Australia and its clients registered with the Storm Resolution Scheme will encourage other banks ...
Editorial
Bernie Ripoll warns about the return of margin lending into the financial sector, and the dangers the practice poses for unwary investors....
Financial planning
PJC chair warns the rising number of margin lending clients should "be of concern to banks and regulators", while slamming spruikers who target the vulnerable....
Financial planning
The new regime for margin lending imposes new responsible lending requirements and clarifies responsibility for providing notification of margin calls, ASIC said....
Financial planning
Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...
Editorial
One cannot help but ask whether the proposed changes to the margin-lending landscape are being rushed through, writes David MacLeod....
Financial planning
The CFA Institute Centre for Financial Market Integrity is calling for greater regulation of share pledges by directors and controlling shareholders of publicly listed co...
Financial planning
Loan to value ratios in margin loans 'go out the window' in financial crisis....
Financial planning
Businesses such as iRefund thrive when consumers feel they are not getting value for the commissions paid to financial planners....
Financial planning
Draft margin lending regulations and 'example documents', including a draft Product Disclosure Statement, are likely to be released within the next couple of weeks, accor...
Financial planning
Dealer groups are concerned about the need to change their Australian Financial Services Licences as a result of the new rules around margin lending....
Financial planning
The consumer credit and margin lending space is changing, so be prepared, write SONNIE BAILEY and MELANIE SHERRIN....
Financial planning
The losses incurred by clients of Storm Financial could be traced back to the faulty systems employed by Colonial Geared Investments, according to a former key executive ...
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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....