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Financial advisers need to treat the trustee of an SMSF as a retail client unless the SMSF has $10 million or more in assets, ...
As cryptocurrency has worked its way into mainstream investing, seven in 10 say they would be interested in receiving advice ...
Ahead of the completion of the major life insurance firm merger, Acenda has appointed its future CEO to head up operations.
Developers embroiled in the Keystone Asset Management collapse have failed in their bid to halt a lawsuit from the firm’s receivers, with the Federal Court dismissing the application despite ...
After surviving significant evolutions of the Australian financial advice industry, The Advisers Association is now celebrating a century of advocating for advisers.
While not for everyone, an adviser has argued that self-licensing fosters a greater sense of accountability and responsibility within businesses because they are on the hook if and when things go ...
Super Consumers Australia was strong in voicing its opposition to super funds providing retirement advice, with the AIOFP “broadly” supporting this view – however it argues providing a “free” ...
The financial services software and technology provider has appointed a new executive chairman to its board to support the ...
The FSCP has issued a written direction to a financial adviser that recommended three clients switch their super and invest ...
Restraint of trade clauses are set to become even more limited under proposed reforms, however an advice firm’s recent ...
An auditor has argued the “writing is on the wall” for the government to move on taxing other structures following the ...
Measuring value in investing goes beyond simply looking at price. As Warren Buffett famously said: “Price is what you pay, ...