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 The financial advice industry needs more Jedis, but fewer mind tricks Simon Russell November 06, 2015 Advice The need for enhanced post-retirement support Assyat David November 06, 2015 Featured Homepage Posts Don’t look now, but peace may have broken out in Risk-land Glenn Freeman November 05, 2015 Advice Another arrow in the quiver: pinning clients down on saving Jason Andrew November 05, 2015 Advice SMSFs can have role in estate planning strategies Cut+Paste November 04, 2015 Featured Homepage Posts Should risk advisers have their own AFS licensing requirements? Glenn Freeman November 03, 2015 Advice AMP acquires leading SMSF administration technology providers SuperIQ and SuperCorp Cut+Paste November 03, 2015 Advice Class to lodge Supplementary Prospectus to include important new information Cut+Paste November 02, 2015 Advice Open up infrastructure investment to SMSFs, says SMSF Association Cut+Paste November 02, 2015 Featured Homepage Posts Risk advisers continue to mobilise against the LIF Glenn Freeman November 01, 2015 Featured Homepage Posts NAB’s divestment of its retail risk business could be a sign of the times Glenn Freeman October 29, 2015 Advice Super and negative gearing: the issues are on the table Simon Hoyle October 27, 2015 Previous 1 … 162 163 164 165 166 167 168 … 255 Next Load more
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