PDS

Financial planning

A new report by Chant West is likely to enflame the ongoing fees debate between industry funds and retail master trusts by accusing some industry funds of not passing on ...

Financial planning

There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...

Financial planning

An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...

Financial planning

Industry, government and corporate superannuation funds have been included for comparison in an updated version of a Mercer Investment Consulting superannuation fund asse...

Financial planning

Superannuation fund researcher SuperRatings is to launch what is believed to be Australia’s first online product to assist advisers and other financial services players t...

Superannuation

A quick guide to the super choice regime...

Superannuation

Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...

Funds management

Hedge fund managers have been warned they will come under increasing scrutiny from the corporate regulator, which has expressed concern that the complexity of some funds ...

Financial planning

Differences in disclosure documents between major superannuation providers currently permitted by regulators and industry associations are making it too hard for investor...

Financial planning

Trustees of superannuation funds have been given an extra year by the corporate regulator to provide Product Disclosure Statements to members that are meant to detail dif...

Financial planning

Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...

Financial planning

Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...

Financial planning

Just when you think you understand how to comply with the terms of your Australian Financial Services Licence, Batch 8 dollar disclosure arrives, writes Paula Zammit....

Financial planning

The Australian Securities and Investment Commission has released a revised version of its good practice model for fee disclosure in product disclosure statements that wil...

Financial planning

Consumers are still struggling to fully understand fees and charges within the superannuation sector according to the latest research released by the Association of Super...

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MARKET INSIGHTS

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

3 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 5 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 6 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 5 days ago