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09 July 2013 • By Chris Kennedy • 1 min read

Major holes in proposed RG146 upgrade

New proposed upgrades to the financial planning industry’s minimum education standards seem to have left the door ajar for new practitioners to enter ...

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Look beyond franking credits: FIIG Securities

The franking tax system in Australia is promoting excessive risk, according to Elizabeth Moran, director of education and fixed income research at ...

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PIS parent upgrades insurance funding

Centrepoint Alliance, the parent company of national dealer group Professional Investment Services (PIS), has come to terms with NAB to improve the ...

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Real estate dominates global alternatives sector

The total alternatives universe reached $5.1 trillion in 2012, with more than one third of that invested in real estate, according to research ...

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ASIC warns on selective disclosure

The corporate regulator has issued a warning to companies ahead of reporting season that it will be closely monitoring instances of investment ...

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Adviser education on the national agenda

A prestigious education grant has been awarded to a finance educator for the first time, showing the government is now taking a keen interest in the ...

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MySuper counter to financial literacy: CSSA

The federal government’s MySuper reforms are a “reactive” approach to superannuation which will see financial literacy assessments taken out of the ...

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Big banks missing super opportunities

The big four are missing superannuation opportunities, with a large majority of existing customers who could have their super with their bank ...

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Regulatory reforms 'timely' for MTAA Super

MTAA Super has done an “awful lot of work” to improve its governance processes in the last two and a half years, and the reforms contained in Stronger ...

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Self-education cap conflicts with increased requirements

Ongoing increases in licensing and education requirements are at odds with the government’s decision to cap the deductibility of self-education ...

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