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 Managed Accounts What’s behind the 146pc growth in managed accounts? Nina Hendy June 05, 2024 Superannuation Regulators’ ‘bigger is better’ mantra creates moral hazard for super funds Darcy Song May 31, 2024 Risk Insurers urge sub-diploma level education for ‘qualified advisers’ Chris Dastoor May 30, 2024 Superannuation ‘Higher the fee, lower the return’ narrative hurting members Darcy Song May 28, 2024 SMSF ETFs and managed funds compete with property in SMSF allocations Chris Dastoor May 22, 2024 Retirement Double trouble for super funds RIC data needs Chris Dastoor May 20, 2024 Regulation ‘We think we got it right’ on fee deduction rules: Jones Chris Dastoor May 16, 2024 Advice Qualified advisers present complement not conflict: UniSuper Chris Dastoor May 15, 2024 Regulation The advice was fine, but ASIC wants super funds to do more checks Chris Dastoor May 09, 2024 Opinion ASIC reports overlooks value of advice Simon Hoyle May 09, 2024 Regulation DBFO bill strains ‘collegiate relationships’ between advisers and super Chris Dastoor May 06, 2024 Advice EOFY advantages for HNWs looking to give philanthropically Zilla Efrat May 06, 2024 Previous 1 … 27 28 29 30 31 32 33 … 255 Next Load more
Leave a Comment
You must be logged in to post a comment.