Professional Planner 4 March 2016 00:15 Save Article inarticleinlinesc-fluid1 Conexus Financial Superannuation Awards 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 Regulation Call to make retirement best practice principles compulsory, less prescriptive Simon Hoyle September 24, 2025 Superannuation ART looks to platform veteran for next stage of growth Lachlan Maddock September 23, 2025 Opinion It’s time to end the tyranny of YFYS benchmarks David Bell and Geoff Warren September 17, 2025 Superannuation Cbus Super updates death benefits process following criticism of systemic failings Chris Dastoor September 16, 2025 Advice Why engaging the next gen of HNWs early is good for clients and business Darcy Song September 15, 2025 On Practice Getting to the next generation before TikTok does Chris Dastoor September 09, 2025 Advice Where advisers add most value. Hint: it’s not investing Simon Hoyle September 05, 2025 Opinion Hayne royal commission no laughing matter for super funds Lachlan Maddock September 03, 2025 Licensees How a ‘push rather than a pull’ from its network saw Morgans expand its wealth offering Chris Dastoor September 02, 2025 Opinion YFYS’s kaleidoscope of perverse outcomes shows need for reform Lachlan Maddock August 29, 2025 Superannuation Advisers weigh pros and cons of Div 296 Lachlan Maddock August 27, 2025 On Practice Intergen wealth transfer creates opportunities to tap younger advisers Oksana Patron August 22, 2025 Previous 1 … 9 10 11 12 13 14 15 … 255 Next Load more
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