Industry Updates

Push to limit SMSF borrowing for property

Limited recourse borrowing arrangements inside SMSFs will soon be included in members’ caps.

Federal Budget 2017: Complaints bodies merged

The government has gone ahead with plans to merge three organisations and create a one-stop shop external dispute resolution body.

Federal Budget 2017: Executives targeted in bank shake-up

Executives will be scrutinised by the regulator and could be penalised under moves to make the banking system more fair.

First-home buyers receive early access to voluntary super savings

In a surprise twist, the Turnbull Government has unveiled a plan to allow first-home buyers to tap their superannuation for a deposit.

The Australian financial planning market – full licensee listing

The data in included in this table is drawn from the Australian Securities and Investments Commission (ASIC) financial adviser register. It is current as of April 5, 2017. The table was collated and the licensees grouped by Adviser Ratings, which has also cleaned up the raw ASIC data to eliminate duplicates and other errors. Licensees Owner Advisers 250+ Advisers

Clues for investors from Trump’s first 100 days

By most accounts, President Trump’s first 100 days haven’t gone well. Take a look to see what, if anything, investors can learn from his term at this point.

Standards’ impact goes beyond the obvious

Professional standards are there to protect clients, but the effects on the status and wellbeing of planners should not be overlooked.

VanEck partners with Lonsec to launch ETF Model Portfolios

VanEck is pleased to announce that it has partnered with Lonsec Investment Solutions Pty Ltd (Lonsec) to launch a range of ETF model portfolios. VanEck ETF Model Portfolios are designed for advisers and brokers to assist in the construction of simple and cost effective diversified portfolios that can be used as the foundation to help

Federal budget: A round-up of leaks that may interest planners

Education and housing affordability have dominated budget headlines in recent weeks. Here's a quick look at measures floated so far that may affect your clients.

How to put together a website that markets your advisory well

For a website that pays off, focus on how clients will use it and what you want to accomplish with your content – and don’t be afraid to ask for help.

Plato Income Maximiser lists on the ASX

Plato Income Maximiser Limited (ASX: PL8), the first Australian listed investment company (LIC) aiming to provide monthly fully franked dividends, began trading on the Australian Securities Exchange (ASX) today. The listing on the ASX follows on from PL8’s oversubscribed initial public offering (IPO), which raised $325.9 million, representing the third largest LIC IPO raising in

Reflection: The true meaning of independence

Making sure the public understands how to tell when their financial planner truly has no strings attached is essential to fighting the costs of conflicts of interest.

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