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Everything from Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

SMSF Association celebrates legacy pension amnesty as a win for retirees

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The SMSF Association has lauded the Federal Government’s decision to fast track the implementation of a legacy pension amnesty. SMSF Association CEO Peter Burgess says this is an early Christmas

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11 Dec 2024

SMSF Association supports push for affordable and accessible financial advice

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The SMSF Association says the framework outlined in the second tranche of the Government’s Delivering Better Financial Outcomes (DBFO) reform package lays the groundwork for reducing the cost and improving

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05 Dec 2024

Self managed super funds surpass $1 trillion milestone, highlighting the strength and professionalism of the sector

From Altair Asset Management Aon Risk Solutions Ardea Investment Management Barclays BusinessBlades CANSTAR CleverSuper Deutsche Bank Eureka Whittaker Macnaught SMSF Association

The self managed super fund (SMSF) sector has notched up a significant milestone following the release of the Australian Taxation Office’s (ATO) September 2024 quarter SMSF statistics which show total

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27 Nov 2024

Failure to engage – Consumer confusion the main barrier to financial advice

From BusinessBlades

Confusion about what a financial planner actually does appears to be the main barrier to seeking financial advice, according to Connecting with Consumers, a new report published by financial services

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21 Oct 2014

Video: Perception vs reality – it really does matter

From BusinessBlades

One of the hot topics in the industry at the moment is this latest Roy Morgan survey that says the public perception of the advice industry isn’t great. These latest

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05 Jun 2013

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]