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New analysis has found that the riskiest component for advisers when putting together a client portfolio or retirement plan is valuing a client’s privately owned business, according to a succession planning firm.
A Victorian man who posed as an adviser and stole more than $2.7 million in life savings from relatives and associates through SMSF rollovers has been sentenced to 8 years in jail.
Heffron has recently launched its Super Intensive Day for the 15th year, with a new education program also set to be unveiled at the event.
A range of new regulations for the advice industry has commenced this week, and according to the CEO of a local group, it will have a major impact on the sector.
The Reserve Bank of Australia (RBA) has made a judgment call on the cash rate for October amid a flurry of debate around lending and ever-increasing property prices.