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 Past SMSF advice and practices by accountants will be a PI and legal dilemma post July 1 Cut+Paste July 11, 2016 Cut + Paste AIA Australia launches self-service portal to make insurance administration easier Cut+Paste July 11, 2016 Advice MORE Super commits 5,000 SMSFs to Simple Fund 360 Cut+Paste July 11, 2016 Advice Australia’s biggest superannuation fund reaches $100 billion Cut+Paste July 11, 2016 Advice Be prepared – super changes are certain Cut+Paste July 08, 2016 Advice Adviser versus algorithm Craig McCulloch July 07, 2016 Advice Advice for planners on proposed removal of 10% test Benjamin Martin July 06, 2016 Advice LGIAsuper selects Bravura’s Sonata platform to underpin innovation and growth Cut+Paste July 04, 2016 Cut + Paste FSC directive: “Shoot first, ask questions later” Cut+Paste June 30, 2016 Advice SMSF Association appoints manager with wide SMSF skills to corporate development position Cut+Paste June 30, 2016 Advice Chant West: Super funds set to post gains despite Brexit vote tremors Cut+Paste June 30, 2016 Advice UniSuper unveils ‘peer-to-peer’ super comparator Cut+Paste June 29, 2016 Previous 1 … 140 141 142 143 144 145 146 … 255 Next Load more
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