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 Focus on super savings, not tax: FSC Cut+Paste January 14, 2016 Advice What’s the difference between a financial planner and a gold-digger? Paul Campbell January 12, 2016 Advice Car crashes, divorce and portfolio construction: what makes us human Paul Moran January 05, 2016 Advice ATO statistics give SMSF sector the thumbs up Cut+Paste January 04, 2016 Advice Suffragettes need superannuation – and financial planners Terry McMaster December 17, 2015 Advice Super funds limp towards the line, but still in the black for 2015 Cut+Paste December 17, 2015 Advice Update on varied licence conditions – second report released Cut+Paste December 17, 2015 Advice A quick recap on SMSF limited recourse borrowing arrangements Bryce Figot December 15, 2015 Advice Latest MLC Wealth Sentiment Survey – Aussies urged to manage a stable cash-flow this festive season Cut+Paste December 14, 2015 Advice A new year presents new opportunities for advisers Cut+Paste December 14, 2015 Advice Majority of Australians ‘worried’ about retirement Cut+Paste December 09, 2015 Advice Saving, budgeting and cashflow management lead to improved client outcomes, risk-free Gil Gordon December 09, 2015 Previous 1 … 158 159 160 161 162 163 164 … 255 Next Load more
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