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 ASFA welcomes sensible extension for fees and costs disclosure Cut+Paste November 29, 2016 Advice ASIC extends the transition period for superannuation trustees and responsible entities to comply with updated fee and cost disclosure requirements Cut+Paste November 29, 2016 Advice A.S.A.P. implements e-signatures to speed up SMSF advice Cut+Paste November 29, 2016 Cut + Paste Fees for service not necessarily a hallmark of professionalism Cut+Paste November 28, 2016 Advice Productivity Commission efficiency review – ASFA concerned that framework complexity will drive up costs for members Cut+Paste November 25, 2016 Advice Maximise NCCs before July 1, 2017 – or else! Max Newnham November 23, 2016 Advice Make use of existing super contribution caps while they last Cut+Paste November 22, 2016 Advice NowInfinity makes mysuper247 SMSF’s instant Cut+Paste November 21, 2016 Advice SMSF Benchmark Report looks at Investment Platforms Cut+Paste November 21, 2016 Advice Path to winding up an SMSF Cut+Paste November 18, 2016 Advice SuperConcepts partners with DomaCom to provide SMSF trustees with easier ways to access property investments Cut+Paste November 18, 2016 Advice Rice Warner’s submission to the Productivity Commission: ‘Superannuation – alternative default models’ Cut+Paste November 17, 2016 Previous 1 … 124 125 126 127 128 129 130 … 255 Next Load more
Leave a Comment
You must be logged in to post a comment.