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David Barrett

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Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....

David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...

David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...

While the proposed Future of Financial Advice changes and their potential impact on financial advisers remain the hot topic, there is another acronym - TOFA - which deser...

DAVID BARRETT considers a ruling by the ATO on the status of self managed super funds...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 day 20 hours ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago