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 Government changes ‘strong argument’ to cut SMSF levy Cut+Paste March 07, 2014 Advice Accountants may not be voicing sufficient concerns on the risks of underinsurance Cut+Paste March 05, 2014 Advice Young advisers get on board the AstuteWheel Cut+Paste March 04, 2014 Advice What if account-based pensions are deemed? Louise Biti March 04, 2014 Advice Centric Wealth says estate planning central issue for same sex couples Cut+Paste February 28, 2014 Featured Homepage Posts Treasury invites input on how to deregulate SMSF sector Simon Hoyle February 23, 2014 Featured Homepage Posts Changes to licensing regime a ‘perfect storm’ for accountants Simon Hoyle February 20, 2014 Featured Homepage Posts Mason calls for promotion of trust and confidence Simon Hoyle February 20, 2014 Featured Homepage Posts Sinodinos ‘happy to have a look’ at limited licensing for SPAA members Simon Hoyle February 20, 2014 Featured Homepage Posts SMSF Specialist Auditor accreditation gets RG146 recognition Ben Power February 20, 2014 Superannuation 2014 SPAA SMSF National Conference Daily News Simon Hoyle February 19, 2014 Advice Lack of competence, professionalism a ‘real risk’ in SMSF advice Simon Hoyle February 18, 2014 Previous 1 … 223 224 225 226 227 228 229 … 255 Next Load more
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