Senior Compliance Consultant, Assured Support
What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management Limited (BT) to roll over their external superannuation ...
As at 30 June 2020, the Australian Financial Complaints Authority (AFCA) had received 80,546 complaints, of which 78% were closed, and $258.6 million paid in compensation. Complaint areas and associated ... As ...
If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research shows.
Described as the 'end of an era', the Diploma of Financial Planning and Advanced Diploma of Financial Planning have been removed from the national regulator's register of vocational education and training.
Many retirees are missing out on additional income because their Australian equity portfolios do not take advantage of the taxation system, according to Plato Investment Management.
The superannuation system encourages Australians to rely on their own savings to fund retirement but the burden on younger generations to fund the Age Pension should not become unsustainable, the Retirement Income Review has stated.
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