Apr 04, 2016 
 
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Latest News

Major banks AMP and IOOF build Hotel California

The major banks, AMP and IOOF have been singled out as licensees for accountants to avoid if they have an eye to issues such as succession planning. Read more

Upper income earners identified as Budget targets

A new survey has identified upper income earners as the most likely targets for Budget changes to superannuation. Read more
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Australians may be forced to raid the inheritance to fund retirement

Dreams of passing wealth on to the next generation to enable them to enjoy a better lifestyle are likely to be shattered in the years ahead, research reveals. Read more

No further compensation for Trio direct and SMSF investors

Trio Capital’s direct and SMSF investors not covered by the SIS Act will not be further compensated by the Government. Read more
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Communities rally over CTP insurance fraud

Insurers are investigating suspicious claims thanks to fraud hotline tip offs from the public. Read more

Australian financial advice firm expands to South Africa

Client engagement platform, AstuteWheel is joining with non-for-profit fintech hub Stone and Chalk to expand business to overseas. Read more
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BT: This is the new way to manage SMSFs

Fund manager, BT makes it easier for clients and their advisers to set up self-managed superannuation funds. Read more

Editorial

DDs and policy certainty

Financial planners and their clients face an inevitable period of uncertainty at a time of continuing volatility if the Government moves for a double dissolution election. Read more
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Is ASIC up to it?

ASIC has signalled it will be closely examining the claims-handling of the major life/risk insurers, but Mike Taylor asks whether the regulator is simply the policeman who was looking the other way. Read more

Features

Can robots terminate the human adviser?

Robo-advice and digital advice was hailed as the key to reaching the majority who don't seek advice. But with providers grappling with issues like generating revenue and attracting customers, is the shine wearing off? Malavika Santhebennur asks if robo-advice can survive on its own. Read more
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There’s a whole world out there

Traditionally Australian investors have been tied to the domestic equities market, but volatile times mean they need to look beyond these fair shores, writes Nicholas O’Donoghue. Read more
 
 
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