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Financial planning
Solid fund flows have seen BT help Westpac to a solid first quarter performance, despite the drag of natural disasters....
Superannuation
Planning groups are notable absentees from membership of the peak consultative council formed to oversee the Government’s superannuation changes....
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Policy & Regulation
The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...
Financial planning
The Australian Institute of Superannuation Trustees (AIST) has taken a largely sympathetic approach to an option within a Treasury options paper to alter the Australian F...
Financial planning
Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....
Financial planning
The Federal Government has moved to simplify the GST arrangements regarding taxes, fees and charges....
Financial planning
While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...
Editorial
As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...
Financial planning
New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...
Policy & Regulation
The Assistant Treasurer and Financial Services Minister, Bill Shorten, has released a discussion paper around the proposed changes to income tax laws....
Financial planning
The majority of advisers surveyed by Radar Results believe it is likely they will lose clients as a result of the opt in for continuing advice reform....
Policy & Regulation
The industry needs to move beyond telling Treasury why opt-in requirements and banning volume rebates won’t work and start offering solutions to the problems, accor...
Financial planning
The Government is not likely to budge on the implementation of an opt-in provision but is flexible on how it is achieved....
Financial planning
The inspector general of taxation has recommended the abolishment of the oral rulings system to the Australian Taxation Office (ATO), in view of the continuing low level ...
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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...