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 Super funds off to a strong start in FY17 Cut+Paste August 17, 2016 Advice Actuaries urge overhaul of superannuation “dashboards” Cut+Paste August 15, 2016 Advice Every SMSF member needs to put into place an Enduring Power of Attorney (EPOA) Cut+Paste August 15, 2016 Advice Has the government totally lost the plot? Cut+Paste August 12, 2016 Advice CIPRs may help with Baby Boomer ‘wave’ of retirees Ben Power August 11, 2016 Advice Preservation and taxed components – like mixing oil and water? Victoria Kuok August 11, 2016 Advice SMSF Trustee fined $40,000 for 30 separate breaches of SIS Act … a new benchmark for Trustee fines Cut+Paste August 10, 2016 Cut + Paste AFA responds to call for constitutional change Cut+Paste August 10, 2016 Featured Homepage Posts Civil war erupts as anger over Life Insurance Framework intensifies Ben Power August 10, 2016 Advice AAT decision good news for SMSF real estate developments Bryce Figot August 10, 2016 Advice SMSF Owners’ superannuation letter to Senators Cut+Paste August 09, 2016 Cut + Paste AMP launches financial adviser support site for insurance Cut+Paste August 09, 2016 Previous 1 … 136 137 138 139 140 141 142 … 255 Next Load more
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