POWERED BY MOMENTUM MEDIA
TREASURY
Financial planning
Care needs to be taken in mandating a 'best interest' or fiduciary-like duty, because it would imply that one did not already exist, according to Argyle Lawyers principal...
Financial planning
The Treasury's two 'best interest' duty options, offered up to the Future of Financial Advice Peak Consultation Group for discussion, have been met with a mixed response....
Financial planning
Current default compensation arrangements for retail clients rely largely on professional indemnity insurance, and provide no guarantee that retail clients will be able t...
Financial planning
The Federal Government's election promise to turn Australia into a financial services hub is starting to take shape, with the tender process beginning for the Centre for ...
Financial planning
The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for the Federal Government to enshrine the term 'financial adviser/planner' in legislation, but in sl...
Financial planning
Superannuation funds looking to merge have been urged to push the issue of continuing capital gains tax relief for merged funds with the Government, in light of the actua...
Editorial
Perceptions exist that the industry super funds have succeeded in having the Government stack the cards against financial planners. Mike Taylor writes it is up to the Ass...
Tools & guides
David Shirlow takes a look at the Government's concessional superannuation contribution changes and what they mean for clients....
Financial planning
The Financial Planning Association (FPA) has called upon the Treasury to restrict the use of the term 'financial planner' under law. ...
Financial planning
The current exemption of financial planners from the tax agent services regime has been extended to 30 June, 2012....
Financial planning
Treasury has proposed a standard definition of flood cover across the insurance industry....
Editorial
With the Government set to change the superannuation contribution caps rules from 1 July, 2012, Troy Smith outlines the strategies available to financial advisers....
People & Products
Contango Asset Management investment services director, Carol Austin, and managing director of Goldman Sachs & Partners Australia, Stephen Fitzgerald, have been appointed...
Editorial
In its pre-Budget submission to the Federal Government, the Financial Planning Association called on the Government to implement a range of initiatives to support the cur...
Never miss the latest news and developments in wealth management industry
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...