TREASURY

Financial planning

With the issue of the nation's Government seemingly settled for now, FoFA reforms and Cooper Review recommendations will likely go ahead en masse, according to according ...

Financial planning

There is not enough detail about the annual opt in reform to take a stand for or against it, although it may be appropriate for ‘inactive’ clients, according ...

Financial planning

The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...

Editorial

Treasury Group reported a consolidated profit after tax of $11.68 million for the last financial year, up 136 per cent, while normalised net profit after tax was $10.19 m...

Financial planning

According to the chair of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, it is unlikely the Government will move to make financi...

Financial planning

Financial planning industry bodies must be careful taking sides during the election campaign - but at the same time they must continue stating their positions, writes Mik...

Financial planning

Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...

Financial planning

The proposal for a new education fund that utilises money collected from market breaches has received a good hearing from the Government, but everything is on hold pendin...

image
Editorial

The Cooper Review doesn't say anything about superannuation that financial planners didn't know already, writes Mike Taylor....

image
Policy & Regulation

The Treasury has called for submissions on how Australia's tax treaty with India can be updated to better reflect the needs of businesses and individuals....

Superannuation

The Government has promised further discussions with the industry around the recommendations of the Cooper Review but is focusing primarily on MySuper and SuperStream....

image
Financial planning

An education and research fund has slipped though the cracks in the imminent transition of market supervision from the Australian Securities Exchange (ASX) to the Austral...

image
Financial planning

Industry reforms may lead to changes in adviser recruitment strategies....

image
Financial planning

The FPA has established the Future of Financial Advice Taskforce, which will carry members' views and concerns through to the Treasury....

image
Financial planning

The UK regulatory system will be overhauled, and the Financial Services Authority - the UK's version of the Australian Securities and Investments Commission - will be abo...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 4 days ago