MM Newsletter
15 Jun 2023
Latest News
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QAR measures to ease advisers’ burden

According to advisers, the decision to streamline ongoing document requirements following the Quality of Advice Review will alleviate much of the red tape involved in the profession.

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Perth adviser faces court for allegedly stealing $1m from clients

A Western Australian financial adviser is on trial for allegedly stealing $1 million from the superannuation accounts of eight clients to fund his gambling habit.

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Cash ‘no longer uber-high’ as managers slash weighting: BoA

Asset allocators are cutting their exposure to both cash and equities as they await a meaningful downward surprise to interest rates.

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WA advisory firm launches online investing solution

Perth-based advisory and accounting firm Pascoe Partners has launched an online investing solution to serve a broader number of clients.

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OnePath Custodians receives $1.4m fine from APRA

OnePath Custodians has been fined $1.46 million for failing to direct 125 member contributions to a MySuper product.

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Advice fintech exec moves to retirement space

A former Ignition Advice executive has taken up a role at Allianz Retire+ focusing on promoting the firm’s longevity retirement solutions.

Expert Analysis
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How advisers can protect charitable bequests

Challenges to wills have been unrelenting as household debt grows so it is important to establish a watertight vehicle, writes Mercia Chapman.

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