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17 June 2013 • By Chris Kennedy • 1 min read

March quarter continues retail FUM surge

The first quarter of 2013 saw the huge growth in funds under management (FUM) seen in 2012/2013 continue. However, another annual correction looks set ...

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Treasury outlines paths to tax agent registration

Treasury has outlined the education and experience requirements for financial planners who wish to become registered tax (financial) advisers

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Holistic advice to make insurance easier to sell

The growth of holistic financial service offerings will help Australia’s growing underinsurance problem by making insurance an easier product to sell, ...

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Super industry standardises gateway processes

The superannuation industry has moved closer to implementing standardised electronic communications across the sector with the development and ...

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Frontier value underestimated by investors

Frontier markets could provide a valuable opportunity for Australian investors when compared with the “rough trot” seen in the developed markets, ...

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ASIC sets out limited licence application process

ASIC has laid out the application process for accountants who wish to operate under a limited Australian Financial Services Licence (AFSL) without the ...

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Disgruntled BDMs eyeing pastures new

New research has found advice sector business development managers (BDMs) are facing increasing workloads, flat wages and decreasing job satisfaction, ...

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TASA compatible with FOFA, say accountants

The major accounting bodies have played down concerns by the financial services industry about the interaction between the Tax Agent Services Act ...

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Goldman Sachs snaps up Suncorp’s bad loans

Suncorp has offloaded $1.6 billion in underperforming loans to Goldman Sachs at 60 cents on the dollar. The loans are part of Suncorp’s ‘Non-core’ ...

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Superannuation needs to refine risk models

Super funds need to standardise their assumptions into risk models in order to harmonise risk assessment across the sector, according to research by ...

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