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MM Newsletter
23 Dec 2024
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Latest News
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Financial planning
Superannuation rollover leads to FSCP
written direction

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.

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Financial planning
Why a robust paper trail is crucial
for compliance

As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.

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Promoted Content
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Advisers make a valuable difference to their client’s retirement. As a registered adviser you can access our new Adviser Portal and dedicated support from our Advice Relationships team.

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Funds management
Generation Life’s Hackett promoted to group CEO role

Grant Hackett has been promoted from CEO of Generation Life to head up the wider Generation Development Group.

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Financial planning
Real estate reigns supreme among
wealth inheritors

Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real estate, super, shares, and ETFs upon receiving an inheritance.

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Expert Analysis
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Expert Analysis
Finding opportunities amid 2025’s global shifts

Next year there are more reasons than most to start with a fresh perspective when it comes to reshaping investment strategies, writes Dan Farmer.

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