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 Regulation CALI calls for insurer lead generation carve-out Chris Dastoor June 09, 2026 Regulation Shield, First Guardian growth was captured in APRA performance test data Chris Dastoor June 05, 2026 Investment Super funds hold the capital the world needs: NSW Treasurer Simon Hoyle June 05, 2026 Retirement The biggest game in town: Inside AustralianSuper’s retirement income strategy Simon Hoyle June 03, 2026 Advice Your guide to investment innovation Professional Planner June 03, 2026 Featured Homepage Posts PFAN adds life insurance stalwarts to board Chris Dastoor May 27, 2026 Managed Accounts Markets looking through turbulence as earnings growth underpins equities: AMP Chris Dastoor May 26, 2026 Advice Budget’s CGT changes will shift adviser approach to client portfolios Chris Dastoor May 12, 2026 Superannuation Shield, First Guardian collapse could drive YFYS changes Lachlan Maddock May 08, 2026 InFocus Looking beyond super for certainty in an uncertain environment Professional Planner May 06, 2026 Retirement Evolution of the CIO: Why retiree clients need a Chief ‘Interpretation’ Officer Vincent Stranges May 06, 2026 Opinion Why CGT changes won’t shift investor behaviour Sheshan Wickramage May 04, 2026 Previous 1 2 3 4 5 6 7 … 255 Next Load more
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