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 Cut + Paste TAL answers the call to help advisers thrive Cut+Paste October 27, 2015 Advice Cost of super tax myth dispelled Cut+Paste October 26, 2015 Advice Demand for tax-effective investment drives product innovation Cut+Paste October 26, 2015 Featured Homepage Posts Content of life insurance reforms isn’t likely to change further Glenn Freeman October 25, 2015 Advice The danger that lurks in linking risk tolerance scores directly to portfolios Paul Resnik October 25, 2015 Advice Teams vying for honours in University Challenge showcase the future of financial planning Simon Hoyle October 22, 2015 Advice Why the ATO’s new powers make SMSF compliance more important than ever Bryce Figot October 22, 2015 Advice Government’s FSI response gives SMSF sector the thumbs up Cut+Paste October 22, 2015 Advice Class announces product innovation to bring automation to the SMSF audit submission process Cut+Paste October 22, 2015 Advice Government sends clear message to financial planners: lift your game or you’re out Simon Hoyle October 20, 2015 Featured Homepage Posts Financial planner suggests insurers are bullying clients and their advisers Glenn Freeman October 20, 2015 Contributors Taking a partnership approach to life: AIA to base new initiatives on face-to-face feedback from advice partners Damien Mu October 20, 2015 Previous 1 … 163 164 165 166 167 168 169 … 255 Next Load more
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