MONEY MANAGEMENT

Financial planning

A former Perth stockbroker is facing fraud charges totalling $8.8 million, following an 18-month ASIC investigation....

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Superannuation

Tasmanian Liberal Senator David Bushby recently called for increased transparency in the handling of superannuation funds by APRA amid widespread concerns in the financia...

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Financial planning

With Challenger Limited naming Brian Benari as chief executive officer designate, incumbent CEO Dominic Stevens said it's business as usual at the investment manager....

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Financial planning

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

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Editorial

The financial planning industry has been undertaking some intense lobbying in recent weeks in the hope of extracting some key amendments to the Government’s Future of Fin...

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Policy & Regulation

The Federal Government has injected enough complexity and uncertainty into its Future of Financial Advice (FOFA) legislation that it may not be possible for the industry ...

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Superannuation

The Federal Opposition is maintaining pressure on Australia's two financial services regulators, the Australian Securities and Investments Commission (ASIC) and the Austr...

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Superannuation

A roundtable of industry experts has suggested the Government's Stronger Super changes have been weakened by the absence of an answer on concessional contributions....

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Financial planning

<b>Latest Edition:</b> Criticisms of financial planners by compensation lawyers were recently labelled shameless by industry leaders and dealer groups, while the Governme...

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Superannuation

<b>Updated:</b> Shadow Assistant Treasurer Mathias Cormann has questioned Assistant Treasurer Bill Shorten's claim to be abolishing the superannuation guarantee age limit...

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Superannuation

Key industry figures have warned the Government's linking of the superannuation guarantee to a tax represents a possibly fatal flaw....

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Policy & Regulation

Financial planners have renewed their lobbying efforts on FOFA - but the key independents are playing their cards very close to the chests....

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Policy & Regulation

<b>Latest Edition:</b> The financial planning industry was recently caught off guard by last-minute Government changes to the FOFA legislation. The changes were reportedl...

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Financial planning

The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...

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Editorial

Something became very clear when Money Management recently conducted a roundtable focusing on the Future of Financial Advice (FOFA) legislation tabled in the Parliament e...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago