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 AIA Australia commits ongoing funding to mental health initiative SuperFriend Cut+Paste July 14, 2015 Cut + Paste Rice Warner releases Underinsurance in Australia Report 2014 Cut+Paste July 13, 2015 Advice PC report highlights SMSF trustees prudent with post-retirement savings Cut+Paste July 13, 2015 Advice Long-term investment focus pays dividends for REST in FY15 Cut+Paste July 13, 2015 Advice ANALYSIS: Learning the lessons of history to put sequence risk in its place Paul Resnik and Peter Worcester July 11, 2015 Cut + Paste Life insurance commissions – perception versus reality Cut+Paste July 10, 2015 Advice New research reveals how financial planners can help to get clients’ thinking into gear Adam Tucker July 09, 2015 Advice Super Governance Bill released – what will become the preferred numbers of directors/trustees? Cut+Paste July 08, 2015 Cut + Paste A new framework calls for a strengthened partnership Cut+Paste July 07, 2015 Advice FSC statement on the Productivity Commission’s report on retirement policy Cut+Paste July 07, 2015 Advice PC Report confirms changes to super should be minimal and well considered Cut+Paste July 07, 2015 Advice ‘Super Family Feud’ case where three children were in a dispute over father’s super death benefit Cut+Paste July 07, 2015 Previous 1 … 177 178 179 180 181 182 183 … 255 Next Load more
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