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 Featured Homepage Posts Minor party FoFA amendments could increase red tape for financial planning businesses Simon Hoyle July 23, 2014 Featured Homepage Posts SPAA, Macquarie report finds no single model best for SMSF advice Glenn Freeman July 23, 2014 Cut + Paste Inquiries put retirement income products up for debate Cut+Paste July 22, 2014 Cut + Paste Super funds hit double digits again in 2013/14 Cut+Paste July 22, 2014 Cut + Paste Proportion of ‘engaged’ super members hits three-year high; Baby Boomers most engaged generation Cut+Paste July 18, 2014 Featured Homepage Posts SMSF administration coming into its own as trustees demand better investment reporting Peter Dorrian July 16, 2014 Featured Homepage Posts Back to basics: life insurance sector must harness greater levels of simplicity Pauline Blight-Johnston July 14, 2014 Cut + Paste Auditflow integrates to Class application for auditing of SMSFs Cut+Paste July 10, 2014 Cut + Paste Financial planner calls for ‘catch up’ contributions cap Cut+Paste July 09, 2014 Cut + Paste Roy Morgan research shows SMSF members engaged with their super Cut+Paste July 07, 2014 Cut + Paste REST Industry Super delivers double digit returns for members for second consecutive year Cut+Paste July 07, 2014 Cut + Paste Barrack Street Investments to allow SMSFs to access high quality small and mid cap ASX stocks Cut+Paste July 01, 2014 Previous 1 … 216 217 218 219 220 221 222 … 255 Next Load more
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