Jon Belkner - Director (Finance Security Investment Pty Ltd)

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

21 March 2025, 6:00pm

The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds ... Read more

Tranche 2 is coming before the election: Jones

19 March 2025, 12:45pm

Assistant Treasurer and Minister for Financial Services Stephen Jones has confirmed Tranche 2 of the DBFO reforms will be released ahead of the election. Read more

ASIC freezes assets Shield, First Guardian marketer

19 March 2025, 12:41pm

ASIC has frozen the assets of Rashid Alshakshir, who facilitated leads to the Shield Master Fund and First Guardian Master Fund, as it investigates his links with property fund manager and developer Paul ... Read more

Managed account use at record high: Data

17 March 2025, 12:46pm

New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for ... Read more

AIOFP and IFPA enter 'strategic alliance'

14 March 2025, 12:53pm

The two organisations said the move reflects the evolving financial services landscape. Read more