Benjamin Levy

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Superannuation

18 Feb

SPAA questions ATO insurance ruling

SPAA's technical director, Peter Burgess, has questioned a draft ATO ruling issued late last year....

Superannuation

18 Feb

Superannuation lump sums neglected

Heffron principal Meg Heffron reminds advisers of the benefits of lump-sum superannuation payments - including greater tax concessions - at the SPAA conference in Melbour...

Superannuation

17 Feb

ATO SMSF systems creating confusion

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....

Financial planning

17 Feb

Praemium to expand under fee-for-service

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...

Financial planning

11 Feb

Heart of industry problems remain overlooked

Lobby groups have oversimplified the financial services debate, leaving the roots of the industry’s problems unexposed, argues the executive manager of Guardian Financial...

Financial planning

01 Feb

Dealer groups should be held accountable, says Singh

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?...

Financial planning

29 Jan

Bring in fees, but keep them flexible: Consultum

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....

Financial planning

28 Jan

Higher benchmarks will shrink industry

The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....

Life/Risk

27 Jan

Insurers need to reward loyalty

Insurers will need to look after existing clients and reward loyalty if they want to ensure continuing demand, according to ING....

Financial planning

25 Jan

Planner confidence lagging market rebound

Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth...