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 Technology The digital retirement advice tool ‘doing the work of 250 advisers’ Simon Hoyle March 04, 2026 2026 Advice Policy Summit Multi-faceted advice solutions needed to solve retirement Simon Hoyle March 03, 2026 Industry Industry fund lobby group ramps up attacks on super switching Chris Dastoor February 26, 2026 2026 Advice Policy Summit How former Teal MP would make advice reform a national conversation Lachlan Maddock February 24, 2026 Retirement Progressing DBFO is critical to reducing the risk of a Shield, First Guardian repeat David Bell and Geoff Warren February 22, 2026 Regulation APRA vacancy sparks ‘wildly inappropriate’ industry super lobbying Aleks Vickovich February 19, 2026 SMSF More Australians spurn advice even as SMSF establishments boom Simon Hoyle February 18, 2026 Advice UniSuper’s digital advice offering matches SOA volume of 18 advisers Chris Dastoor February 17, 2026 Licensees Despite starting on the back foot, IFS believes new license model will work Simon Hoyle February 16, 2026 Managed Accounts ‘We’re not trying to push SMAs’: Advisers challenge managed account premium Chris Dastoor February 11, 2026 Superannuation More super fund CEOs receiving seven-figure pay packets Darcy Song February 11, 2026 Advice Advice leaders reveal their strategic priorities and predictions for 2026 Chris Dastoor February 11, 2026 Previous 1 … 4 5 6 7 8 9 10 … 255 Next Load more
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