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TREASURY
Financial planning
Kathryn Wardrobe outlines the steps for preparing your fee disclosure statement (FDS)....
Editorial
Mike Taylor writes that if the Federal Government imposes changes to the superannuation tax regime in the May Budget, it may take an entire Parliamentary term before a Co...
Financial planning
A new survey reveals how slowly financial services regulators are responding to politicians’ questions....
Superannuation
Challenger has announced its Challenger Retirement Fund is the first super fund in Australia to sign up to a SuperStream rollover gateway....
Financial planning
Following "somewhat ambiguous" statements on grandfathering in Consultation Paper 189, the Australian Securities and Investments Commission (ASIC) is set to release an up...
Superannuation
Daniel Butler and Nathan Papson note that changing an existing non-reversionary defined benefit pension to be reversionary may give rise to certain issues....
Policy & Regulation
Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....
Superannuation
ASFA’s pre-Budget submission questions underlying Treasury assumptions being used to justify altering super taxes....
Superannuation
Coalition meets with senior industry figures and extends its commitments on super policy. ...
Superannuation
The FPA, in its Treasury submission, has said the Government needs to immediately increase the super contributions cap and implement a longer-term financial plan....
Superannuation
Government needs to assess the age pension to ensure it is sustainable, according to the FSC....
Superannuation
Government needs to be chained to a set of systemic super principles to stop both sides from constantly changing the rules, according to Sunsuper’s Tony Lally....
Superannuation
Superannuation funds will be exempt from tax on pension stream assets for deceased estates under draft regulations released by the Federal Government to amend income tax ...
Superannuation
In a draft exposure for self-managed super funds (SMSF) related party transfers, the Association of Superannuation Funds of Australia (ASFA) has urged Treasury to conside...
People & Products
Steve Gibbs has been appointed chairman of Australian Ethical Investments following André Morony's decision to stand down....
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MARKET INSIGHTS
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...