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Benjamin Levy
Benjamin Levy
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SPAA's technical director, Peter Burgess, has questioned a draft ATO ruling issued late last year....
Heffron principal Meg Heffron reminds advisers of the benefits of lump-sum superannuation payments - including greater tax concessions - at the SPAA conference in Melbour...
The SPAA has criticised the ATO for the way it handles new SMSFs in its Super Fund Look Up system, claiming that new SMSFs do not appear to be compliant....
Portfolio administration company Praemium is set to expand as a result of the impending shift from commissions to fee-for-service, according to Praemium’s group chief exe...
Lobby groups have oversimplified the financial services debate, leaving the roots of the industry’s problems unexposed, argues the executive manager of Guardian Financial...
Advisers have found in recent years that when it comes to legal matters, the buck stops with them. But are dealer groups being held accountable for their role?...
Consultum head Stuart Abley argues while fee-for-service will benefit the industry, both advisers and clients must retain the right to choose their remuneration model....
The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....
Insurers will need to look after existing clients and reward loyalty if they want to ensure continuing demand, according to ING....
Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth...
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...