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 Opinion The YFYS performance test undermines super’s fiduciary duty Aleks Vickovich August 22, 2025 Regulation Life insurers must lift product, distribution game: ASIC Lachlan Maddock August 20, 2025 Regulation ASIC, APRA reject ‘computer says no’ compliance culture Aleks Vickovich August 18, 2025 Estate Planning Advisers need to disturb clients to take action on estate planning Ian Tindale August 15, 2025 Regulation Mulino mulls additional regulatory guardrails after Shield, First Guardian collapse Chris Dastoor August 14, 2025 Superannuation Mercer Super in ASIC’s crosshairs for alleged member services failures Lachlan Maddock August 14, 2025 Regulation Leaders and laggards in retirement income responses ‘a real problem’: APRA, ASIC Simon Hoyle August 13, 2025 Retirement Best practice retirement principles leave funds no excuses for not doing better Simon Hoyle August 13, 2025 Advice 18 pc jump in ongoing advice fees significantly outpacing inflation: ARdata Chris Dastoor August 12, 2025 Superannuation Performance test review on the table Aleks Vickovich and Lachlan Maddock August 08, 2025 Investment Building, transferring and controlling wealth: Dead or alive Felipe Araujo August 07, 2025 Regulation Shield, First Guardian saga won’t deter govt from DBFO push Aleks Vickovich August 06, 2025 Previous 1 … 10 11 12 13 14 15 16 … 255 Next Load more
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