Mar 11, 2016 
 
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Events

FinTech, Platforms & Wraps - The Future of Wealth Technology

Take a look inside the agenda for FinTech, Platforms & Wraps Conference and secure your place today with our opening early bird rates Read more

Latest News

ASIC imposes more conditions on Macquarie AFSL

Macquarie Bank is appealing to the AAT following the imposition of additional conditions on its AFSL over client money handling. Read more
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Insurers can easily squander client goodwill

The good will built up by insurers can be too easily squandered by poor practices, a conference has been told. Read more

Stop raising revenue from super: Vision Super

Capital gains, negative gearing, company tax, and family trust tax concessions are worth far more than super tax concessions, Vision Super believes. Read more
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Kaplan develops advice workshops for accountants

Kaplan has announced an intensive workshop for accountants on the advice giving process, and translating that into statements of advice. Read more

CFOs not confident in corporate reporting

Increased attention from audit committees have dropped CFO confidence in corporate reporting, according to EY. Read more
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Stantins Consultancy launches robo-advice

Melbourne-based financial services practice Stantins Consultancy will adopt Ignition Wealth’s automated advice technology to attract new clients. Read more

Continuing inflows show ‘ETFs are here to stay’

Australia’s ETF industry continued to grow in February, despite stormy market conditions seeing investors taking their foot off the gas, a report reveals. Read more
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Editorial

Time for orderly policy discussion

The policy speculation around taxation and superannuation has become chaotic and the Government must bring the process back to order. Read more

Default funds and shadow shops

Industry funds who have been alleging the banks offer inducements to employers to select particular default funds need to be careful what they wish for. Read more
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Expert Analysis

How well do you know your client?

Raising the question of philanthropy when creating or reviewing a financial plan helps advisers build trust with their clients, and assists in the regulator-mandated 'know your client' process, Tabitha Lovett writes. Read more

Casting mortgages in a new light

Roy Prasad looks at the benefits of a contributory mortgage fund such as income and capital stability, control over the investment, and credit quality. Read more
 
 
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