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Planners negligent for not recommending SMSFs?

 
  Aug 04, 2015 
 
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Latest News

Can planners be negligent not recommending SMSFs?

A specialist financial services lawyer has questioned whether planners can be held negligent for not recommending SMSFs to super fund members with high account balances. Read more
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Cowper takes on ABC over reporting

Former NAB financial planner, Graeme Cowper, is suing the ABC over its reporting of allegedly poor financial advice provided by the bank’s advisers. Read more

Beneficiaries 'salivating' at challenging trusts

A change in attitude towards money and out-dated trust fund structures were acting as a lethal combination, leading to increased trust fund disputes. Read more
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Robo-advice poorly defined in Australia

The term robo-advice needs to be better defined as reflecting its current focus on compliance and risk profiling instead of actual advice, according to the head of an advice group. Read more

Events and Webinars

Women in Financial Services Awards 2015

Two weeks until nominations close. This is your opportunity to have Australia’s top financial services magazines recognise the women who are leading change in your industry Read more
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Latest News

Women lag on forward financial planning

Despite being more worried about retirement income shortfall, Australian women gave less thought towards planning forward than men. Read more

Capstone and BGL to provide AFSL authorisations

Planning group signs with superannuation and corporate compliance software to offer accountants licensing solution. Read more
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Suncorp profits rise despite year of disasters

Suncorp Group Limited has announced its full-year profits have increased to more than $1.1 billion for the year to 30 June 2015. Read more

GBST signs UK financial services group

Fund administration and registry technology provider GBST has signed a major UK diversified financial services provider to its software system expanding the group’s international reach. Read more
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Expert Analysis

Spotting the bull in China equities

It is no longer about whether investors are comfortable with investing in China but about how they actively manage their exposures to make use of Chinese reforms going forward, writes Jonathan Wu. Read more

Once more into the breach

Mike Taylor writes that the reporting of breaches needs to be accepted as not only a legal obligation but part and parcel of running a financial services company. Read more

Centrelink Asset Testing: Winners and Losers

William Truong looks at how the Federal Government’s changes to Centrelink’s asset testing from 1 January 2017 will impact clients looking at a Centrelink allowance. Read more

Editorial

A tangled web

Those pursuing a Royal Commission into the financial planning industry need to stop spinning and get their facts straight. Read more
 
 
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