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Financial planning
Industry discussions canvass imposing a duty of care on ratings houses towards retail investors....
Superannuation
Don't rely on risky investment schemes to save funds in a bad market....
Financial planning
While direct property has fared better than listed property trusts in recent times, they are not necessarily a safe haven, writes Damon Taylor. ...
Financial planning
Changes will require schemes to deal with complaints of up to $500,000 and increase compensation claims to cater for increases in portfolio values....
Financial planning
Perpetual Trustee Company has commenced legal proceedings against UK-based BNY Corporate Trustee Services over credit-linked notes issued by Mahogany Capital to 1,000 inv...
Funds management
Many direct property managers blame the government guarantee for the negative impact on their businesses, and will now change the way they market themselves to investors ...
Financial planning
ASIC to hold road show raising awareness of its role in protecting and educating retail investors....
Financial planning
Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin le...
Financial planning
Retail investors hit hard trying to choose their own specialist funds; not interested in third party distribution....
Financial planning
While the IMA space has long been the domain of larger players, financial planners will be able to offer clients access to customised portfolios through a new platform, w...
Financial planning
Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...
Financial planning
The Minister for Superannuation and Corporate Law, Senator Nick Sherry, has backed rule changes on partly-paid....
Financial planning
ASFA believes the changes will benefit members and return the focus to the long-term nature of superannuation, but the Federal Opposition says the contradiction between A...
Financial planning
The Federal Government has announced new superannuation regulations that will require funds to provide more detailed information on five and 10-year performance to member...
Financial planning
The Australian Securities and Investments Commission has applied to the Federal Court to place Storm Financial in liquidation in a move prompted by a 'misleading' memo ci...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...