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 SMSF sector still largest – APRA quarterly super stats released Cut+Paste August 26, 2016 Advice Top 10 super funds over the past 12 months Cut+Paste August 25, 2016 Featured Homepage Posts On LIF support – the FSC speaks out as EGM requisition stalls Ben Power August 25, 2016 Advice Estate planning for planners – how to get in and charge Peter Townsend August 25, 2016 Advice Labor’s proposed policy measures ‘cause for concern’ Cut+Paste August 24, 2016 Advice Budget changes shine a light on super specialists, says BT Financial Group Cut+Paste August 24, 2016 Advice Equity, sustainability and adequacy are key to super: ASFA Cut+Paste August 24, 2016 Advice Few big spenders in retirement – study finds most households have modest spending habits, regardless of level of income Cut+Paste August 23, 2016 Advice Incapacity and SMSF trustees: How to get out of running an SMSF when health is poor or just too old Simon Hoyle August 23, 2016 Advice WSSA Financial Wellness Index to uncover day-to-day financial reality Cut+Paste August 22, 2016 Featured Homepage Posts AMP set to roll out a different way of looking at LIF Simon Hoyle August 19, 2016 Advice Lost super and related insurance benefits must be fixed: ASFA Simon Hoyle August 18, 2016 Previous 1 … 135 136 137 138 139 140 141 … 255 Next Load more
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