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’...

2 months ago

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

3 months ago

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

3 months 1 week ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

3 weeks 1 day ago
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