TREASURY

Financial planning

Concerns have been raised about the ever-shrinking independent dealer group sector and the potential impacts on the advice provided to clients in the future....

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Superannuation

Amid the ATO's confirmation that it will again be focusing on trusts, the Institute of Chartered Accountants has called for a simpler tax regime....

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Financial planning

Financial Services Council chief executive John Brogden has lobbied Washington for an intergovernmental agreement to resolve the FATCA debate....

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Editorial

With FOFA having passed both the House of Representatives and the Senate, all eyes in the financial services industry will now be turned to ASIC and the consequent shape ...

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Financial planning

Dimensional Fund Advisors' Gerard O’Reilly believes the focus of retirement planning should move from savings in the abstract to consumption planning....

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Superannuation

Corporate superannuation specialists are warning of an administration minefield amid a lack of clarity on grandfathering arrangements....

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Editorial

Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...

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Funds management

Presenters have gathered at ASFA's Investment Interchange to discuss the role of superannuation in Australia's fixed interest markets....

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Superannuation

The SMSF Academy's Aaron Dunn looks at some of the changes flowing from the Stronger Super reforms and how those changes will affect SMSFs....

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Superannuation

The ban on off-market transfers for self-managed superannuation funds will not go ahead as planned from 1 July 2012, and is likely to be delayed for one year, according t...

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Superannuation

Specialist SMSFs company Cavendish Superannuation says Treasury officials have confirmed a deferral of the legislation which would have impacted off-market transfers....

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Superannuation

The Federal Treasury has been asked why CGT rollover relief cannot be extended to SMSFs merging with APRA-regulated funds....

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Superannuation

ASIC has revealed that there is a large percentage of over-the-counter derivative providers who are not following appropriate client money procedures, according to Capita...

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Editorial

Dr Stephen Nash looks at asset allocation and why some balanced funds are not so balanced....

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Financial planning

Treasury officials are continuing to apportion blame to financial planners for some Trio Capital losses....

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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 2 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....

4 days 4 hours 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 2 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 ago