treasury

Editorial

With Parliament prorogued and the advice reform agenda incomplete, many in the financial services industry are left wondering ‘what now?’, writes Cecilia Storniolo....

Editorial

A pendulum swings both ways

Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...

Rate the raters

The blame game continues

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Superannuation

ISN attacks CPA research

The Industry Super Network has attacked CPA research linking superannuation and household debt....

Editorial

Five years without fiddling with superannuation?

The Federal Treasurer, Chris Bowen, made a very good point when addressing the recent Financial Services Council annual conference: in 1996 the then Federal Opposition pr...

Financial planning

Coalition declares approach on grandfathering

Grandfathering will remain under a Coalition Government unless the client decides otherwise....

Financial planning

No quick fix to grandfathering issue

There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...

Editorial

Don’t move – or I’ll shoot your commissions

The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...

Financial planning

FOFA questions continue to trouble planners

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

Policy & Regulation

Foreign fund managers to gain local tax exemption

Draft legislation will exempt offshore managers if they engaged with local intermediary. ...

Superannuation

Coalition will reneg on 12 per cent - Bowen

Federal Treasurer claims a Coalition Government will never deliver on a 12 per cent super guarantee....

Financial planning

AFSL acquisitions loom in grandfathering equation

Planning companies willing to acquire licences may be able to secure grandfathering arrangements. ...

Financial planning

Grandfathering changes already impacting acquisitions

Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...

Financial planning

FPA blasts TPB over lack of understanding

The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...