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| | ... have been received by a licensee". Anderson points out that one important aspect of the IDR from an advice firm point of view is that most advisers do not get any complaints. "They go a whole year without any complaint. Unfortunately, one of the elements ... |
| | | ... around the deductibility of upfront fees as it relates to taxation. However, we do suggest the Commissioner's prevailing view in one area - that a fee for financial advice in connection with initial financial advice on the proposed investment of existing ... |
| | | Investors can opt for a more advanced portfolio of exchange-traded products (ETPs), but this comes with increased fees and complexity. According to Rainmaker Information, constructing a balanced portfolio with intermediate ETPs, which target systemic ... |
| | | ... levels of diversity and could be treated by firms as another 'tick-box' exercise," it said. "The Committee is of the view that boards and senior leadership of firms should take greater responsibility for improving diversity and inclusion given ... |
| | | ... aged care, which also include introducing a fee-for-service model for Support at Home, undertaking a review in 2030 with a view to no longer accepting refundable accommodation deposits (RADs) as a form of payment from 2035, and raising awareness as to ... |
| | | The government is seeking feedback on alternative superannuation performance test designs after criticism about unintended investment consequences. In considering potential reform options, the primary focus is on improving member outcomes through an ... |
| | | ASIC has secured sequestration orders against finfluencer Tyson Scholz, the self-proclaimed 'ASX Wolf,' effectively declaring him bankrupt. The corporate regulator sought sequestration orders against Scholz for not paying Federal Court-mandated costs ... |
| | | ... revealed that ORDE is preparing to launch an innovative and "much needed" scalable retail investor product in ORDE's view. "The ORDE Income Fund aligns with ORDE's mission of delivering significant improvements through reliable innovation," Wells ... |
| | | ... time next year, it said. Meanwhile, a deal to sell its stake in Godfrey Pembroke was officially signed this month, with a view to being finalised next month. Underlying NPAT for the advice business grew by $21.2 million but still came in as a $700,000 ... |
| | | The SMSF Association has confirmed it likely doesn't have enough senators on its side to block the proposed $3 million superannuation tax, but Teal independents intend to force an amendment ensuring it is indexed. Providing a legislative and technical ... |
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