Professional Planner 2 December 2015 12:53 Save Article inarticleinlinesc-fluid1 Dealer GRoup Research Forum, Professional Planner Leave a Comment Cancel replyYou must be logged in to post a comment. scnative1 scnative2 scnative3 We also recommend Advice A small word that sends a big signal there’s a governance issue ahead Advice Advisers support philanthropy, but 60 pc never raise it with clients Superannuation 1 AustralianSuper advice play bodes well for DBFO resurrection Advice The ultimate service an adviser can provide: Showing up at the worst time Home > Advice Advice Advice A small word that sends a big signal there’s a governance issue ahead Section 761G of the Corporations Act says a client "may" be treated as a wholesale client. It doesn't say a licensee must treat them that way, and the difference between the two means there is a clear need for effective governance. Scott Barlow August 14, 2026 Advice Advisers support philanthropy, but 60 pc never raise it with clients Simon Hoyle August 12, 2026 Superannuation 1 AustralianSuper advice play bodes well for DBFO resurrection Aleks Vickovich August 11, 2026 Advice The ultimate service an adviser can provide: Showing up at the worst time Shayne Sommer August 11, 2026 Sort content by Most recent Oldest Popular Advice Key speakers: Turnbull, Slattery, and Costello James Dunn February 16, 2017 Advice Can super be trusted? James Dunn February 16, 2017 Advice The evolution of the SMSFA conference’s educational objective James Dunn February 16, 2017 Advice New super environment reshapes estate planning Professional Planner February 16, 2017 Advice Planning for the unplanned – TPD and separation Professional Planner February 16, 2017 Advice No need to navigate the complex CGT landscape for SMSFs alone Professional Planner February 16, 2017 Advice Finding out how to apply the new super rules Professional Planner February 16, 2017 Advice Upswings in confidence bring advisers opportunities Alexandra Cain February 16, 2017 Advice SMSFA National Conference gallery: day one Matthew Smith February 16, 2017 Advice A matter of trust: Andrea Slattery’s final address as CEO Professional Planner February 15, 2017 Advice An unprecedented period of change for the financial advice sector Professional Planner February 15, 2017 Advice A helicopter view of the conference, plus, meet ‘The Family’ Professional Planner February 15, 2017 Previous 1 … 118 119 120 121 122 123 124 … 255 Next Load more
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