George Liondis

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Financial planning

09 Nov

Planners hit election trail over surcharge

Accounting and financial planning group Investment Taxation Specialists (ITS) has hit the hustings in the final days of the election campaign in a last ditch attempt to g...

Financial planning

09 Nov

Dealer groups to come under NAB spotlight

The National Australia Bank (NAB) is set to undertake a wide ranging investigation into the operation of its financial planning and dealer networks as part of a complete ...

Superannuation

05 Nov

FPA tentatively backs Govt super reform

The Coalition government has earned only a tentative endorsement from the Financial Planning Association (FPA) following the release of its much anticipated superannuatio...

Financial planning

02 Nov

ATO criticised over tax schemes

The Commonwealth Ombudsmen has released a report calling on the Australian Taxation Office (ATO) to supply more information to investors caught up in mass marketed tax mi...

Financial planning

31 Oct

Industry fund threat to planners

The burgeoning union backed industry superannuation fund sector will prove the greatest threat to the viability of boutique financial planning groups over the next decade...

Superannuation

29 Oct

Costello rules out superannuation rise

The Federal Treasurer, Peter Costello, has ruled a future Coalition government out of raising the level of compulsory employer superannuation contributions despite mounti...

Financial planning

25 Oct

ABN Amro Morgans to advise bank clients

ABN Amro Morgans has beat out a number of other advisory and wealth management groups to become the financial planning partner to the Bank of Queensland....

Financial planning

25 Oct

Salomon signs for Sealcorp’s dealer services

The financial planning division of Salomon Smith Barney’s (SSB) private clients arm has signed up with Sealcorp’s dealer-to-dealer services, boosting the range of tools a...

Financial planning

25 Oct

Rice departs Rice Kachor

Rice Kachor Research (RKR) founding director Michael Rice has announced today that he is to leave the company after 12 years in a move designed to allow him to increase h...

Financial planning

24 Oct

Heady times for back office providers

Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...