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 XPLAN rated number one for insurance Cut+Paste August 25, 2015 Advice New report shows healthy returns for SMSFs Cut+Paste August 24, 2015 Advice Link Group and ME enter strategic partnership Cut+Paste August 24, 2015 Advice Assistant Treasurer delivers speech at Tax Institute National Superannuation Conference Cut+Paste August 21, 2015 Cut + Paste AIA Australia is Life Insurer of the Year Cut+Paste August 21, 2015 Advice Dixon Advisory named ‘Best SMSF Advice House’ at Blue Ribbon Awards Cut+Paste August 21, 2015 Advice FEATURE: How financial planners can use ‘time perspectives’ to improve retirement outcomes Simon Hoyle August 20, 2015 Featured Homepage Posts A risk advice specialist opens its eyes to opportunities in the direct channel Glenn Freeman August 20, 2015 Advice A set and forget investment Cut+Paste August 20, 2015 Cut + Paste Leading youth employer BT takes out two insurance awards Cut+Paste August 20, 2015 Advice Senior financial planner wins 2015 Certified Investment Management Analyst (CIMA) scholarship Simon Hoyle August 20, 2015 Advice FSC supports better governance for superannuation funds Cut+Paste August 19, 2015 Previous 1 … 170 171 172 173 174 175 176 … 255 Next Load more
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