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 SMSFA supports choice of super fund legislation Cut+Paste January 21, 2016 Advice Raiding super to pay off HELP debts would compromise retirement outcomes: ASFA Cut+Paste January 21, 2016 Advice Searching for choice and flexibility in education savings Cut+Paste January 21, 2016 Advice Equip to maintain staff super contributions during paid and unpaid parental leave Cut+Paste January 21, 2016 Advice Super funds defy tepid share markets to post respectable returns Cut+Paste January 20, 2016 Advice SuperRatings: Top performing super funds for 2015 Cut+Paste January 20, 2016 Advice The advice conundrum: cheap yet unaffordable Todd Kardash January 19, 2016 Advice Helping clients know when enough is enough for retirement Melissa Mack January 17, 2016 Advice Be cautious about TTR strategy and private binding rulings Simon Hoyle January 17, 2016 Advice Can a churn ever be in a client’s best interests? Terry McMaster January 14, 2016 Advice SMSF trustees assume advice is sound but want greater communication Simon Hoyle January 14, 2016 Advice Large, medium and small super funds of the year: shortlists revealed Professional Planner January 14, 2016 Previous 1 … 157 158 159 160 161 162 163 … 255 Next Load more
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