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 Cut + Paste Get in specie contributions in on time – EFTs aren’t instantaneous Cut+Paste June 10, 2014 Featured Homepage Posts End of financial year opportunity to capitalise on tax-time investor behaviour Cathy Kovacs June 06, 2014 Cut + Paste SMSF’s reach record $558.6bn – still heavy cash Cut+Paste June 05, 2014 Cut + Paste Number of SMSF members tops one million Cut+Paste June 05, 2014 Advice Launch of new SMA service on iRate Cut+Paste June 05, 2014 Featured Homepage Posts The financial planner’s role in avoiding a retirement train wreck Peter Dorrian June 04, 2014 Cut + Paste Update on new danger for SMSFs with zero interest related party loans Cut+Paste June 03, 2014 Cut + Paste ATO warning highlights need for specialist auditors Cut+Paste May 29, 2014 Cut + Paste Are Australians paying too much in management fees on their superannuation? Cut+Paste May 29, 2014 Cut + Paste Over 55s now account for four out of five dollars under advice Cut+Paste May 29, 2014 Featured Homepage Posts High-quality professional advice aligns the service with the fee, not the product Andrea Slattery May 28, 2014 Cut + Paste Common sense changes recognise the challenges of SuperStream implementation: ASFA Cut+Paste May 27, 2014 Previous 1 … 218 219 220 221 222 223 224 … 255 Next Load more
Leave a Comment
You must be logged in to post a comment.