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 Nearly three quarters of Australians don’t know the current SG rate Cut+Paste May 25, 2016 Advice End of cheap SMSFs signals new opportunities for planners John Wiseman May 25, 2016 Advice Prominent academic joins SMSF Association board Cut+Paste May 23, 2016 Advice Executor Horror Stories Pt 1: When executor hates beneficiary Anna Hacker and Bryan Mitchell May 23, 2016 Advice BGL provides Simple Fund 360 clients with NCC big data search Cut+Paste May 22, 2016 Advice Rice Warner: Looking into the post-Budget future of SMSFs Cut+Paste May 20, 2016 Advice Financial ‘coaches’ add value to financial advice Peter Malekas May 19, 2016 Advice SMSF Association Technical Conferences kick off on 2 August in Sydney Cut+Paste May 18, 2016 Advice Super funds edge closer to another positive year Cut+Paste May 18, 2016 Advice Super fund returns move into the black Cut+Paste May 18, 2016 Advice The probate exam: check the limit when preparing a plan Max Newnham May 18, 2016 Advice Liquidity events are driving the establishment of private ancillary funds (PAFs) Cut+Paste May 16, 2016 Previous 1 … 143 144 145 146 147 148 149 … 255 Next Load more
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