We are a financial planning practice that has developed from the old style insurance company. Because of this, we have about 4,000 clients spread all over Australia. Unde...
Question: I am the owner of a rental property and have heard that land tax may apply to the property. In what circumstances does land tax apply?...
The findings of the Australian Taxation Office’s recent SMSF Compliance Review benchmarking study requires closer consideration, says Kevin Smith....
Want to increase your business? Improve client retention? Lower operating costs? Debbie Mayo-Smith says it is all about mastering technology....
David Shirlow looks at new developments affecting cashing and transfer of UK superannuation benefits for Australian residents....
In the cut-and-thrust world of recruitment, consultants have been known to make exaggerated promises, warns Peter Dawson....
There are many approaches to recruiting planners, but, as John Prowse writes, the most successful will focus on building professional careers....
Q: I am the nominated responsible officer of our Australian Financial Services Licence (AFSL). What am I responsible for and what am I potentially liable for?...
Debbie Mayo-Smith looks at how to keep clients on your web site once you have them....
Question: Are insurance bonds still a viable alternative to invest for children? I recall that the taxation treatment of insurance products such as bonds and endowment po...
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
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,...