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 Decision in Mariner civil action Cut+Paste June 22, 2015 Advice Treating all children equally – SMSFs, estates and avoiding claims Cut+Paste June 18, 2015 Advice SMSF Owners’ Form policy advisory council Cut+Paste June 18, 2015 Advice SMSF Association tax option to underpin equity, sustainability Cut+Paste June 18, 2015 Advice Morningstar Australian Superannuation Survey results published Cut+Paste June 17, 2015 Advice Superannuation is on a bumpy year-end ride Cut+Paste June 17, 2015 Advice Chant West: Super funds close in sixth straight year of gains Cut+Paste June 17, 2015 Featured Homepage Posts Life companies also need to lift their game amid the risk industry shakeup Glenn Freeman June 16, 2015 Advice How consumers really behave will shape the next phase of superannuation regulation Jenni Mack June 16, 2015 Advice Advisers need to assist senior clients to manage excess cash flow to protect Seniors Health Card Cut+Paste June 16, 2015 Advice Research finds SMSFs favour cash and term deposits, listed shares and self-managed assets and direct property Cut+Paste June 16, 2015 Advice SMSF Owners’ Alliance says more tax on super is not the answer Cut+Paste June 15, 2015 Previous 1 … 181 182 183 184 185 186 187 … 255 Next Load more
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