If you are unable to see the message below, click here to view online
MM Newsletter
16 Dec 2023
Latest News
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1686203349/Money%20Management/ban-invalid-mm_alnelc.jpg
Financial Planning
Former AMPFP adviser banned for five years

A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest.
Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1685340296/Money%20Management/welcome-handshake-mm_tdyzd7.jpg
People Products
ART completes global CEO hunt

Australian Retirement Trust has announced who its next chief executive will be following outgoing CEO Bernard Reilly’s resignation in September.
Read More
3383d5ce524243f185f835e53a08f21f.gif
Promoted Content
Need help planning your next event?

As experienced event managers, Captivate Events takes the stress out of event planning. Our dedicated team ensures every detail is meticulously handled. Find out more…
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1692335275/Money%20Management/checklist-mm_kcxdl1.jpg
Financial Planning
ATO offers guidance on deductibility of advice fees

The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees.
Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1655200665/ifa/News/exams-ifa.jpg
Financial Planning
Government announces changes to adviser exam delivery

The government has released draft legislation to improve the delivery and accessibility of the adviser exam.
Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1693467805/Money%20Management/handshake-mm_kyu8eu.jpg
Financial Planning
Sequoia makes $2m acquisition

Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers.
Read More
Facebook Twitter Linkedin

© 2023 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email newsletter@newslettercollector.com. The contents of this newsletter are purely for your information. Click here to read our disclaimer.

Click here to update your email receiving preferences.

Click here to remove yourself from this list or call us on 02 9922 3300.