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Grace period urged on LIF transition

 
  Feb 03, 2016 
 
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Invest 2016: International Equities

Magellan's, Head of Macro Research, Sam Churchill announced to speak at International Equities Breakfast... Discover more Read more

Latest News

FPA seeks LIF grace period

The Financial Planning Association has sought a “grace period” within the LIF transitionary arrangements to cover delays in policy activation. Read more
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ANZ to ditch Oasis for new platform

ANZ will transition advisers away from its Oasis wrap to a new platform developed in partnership with Macquarie Investment Management. Read more

Treasury still overstating cost of super concessions

The Federal Treasury has revised downwards its estimate of the cost of super tax concessions but the industry believes they are still being over-stated. Read more
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Acquisition boosts Wealthtrac FUA

Wealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis. Read more

Estate planning undervalued among clients

Many Australians do not value the importance of estate planning, while half die without a valid will, according to HLB Mann Judd. Read more
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Australia has highest proportion of defined contribution assets

The global pension world has moved toward defined contributions, demands on investment talent, and governance improvements, according to Willis Towers Watson. Read more

CBA pays 69pc of compensation to 69 planning clients

Sixty-nine clients of the Commonwealth Bank of Australia’s financial planning arms have accepted 69 per cent of the $2.9 million offered for poor advice. Read more
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ASIC releases new protections for small businesses

ASIC has released guidelines about new protections for small businesses from “unfair contract terms” with the new legislation set to be in force from 12 November this year. Read more

Class signs on Depreciator for software integration

Accounting administration software provider, Class, has partnered with Depreciator to deliver data accuracy and boost depreciation schedule efficiency. Read more
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SMSFs – Are you limiting the use of your LRBA?

Limited recourse borrowing arrangements do not necessarily have to be limited in opportunity for self-managed super fund trustees but there are various requirements to adhere to, Bryan Ashenden writes. Read more

Expert Analysis

Planner unity a key outcome of 2015

While 2015 threw up its share of challenges for financial planners and the broader financial planning industry, it also confirmed that planners could speak with one voice when it mattered. Read more

Super reforms will deliver for consumers

The Financial Services Council’s Blake Briggs argues that the Government’s changes to super fund governance arrangements and default funds will ultimately help consumers. Read more

 
 
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