Julie Bennett

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Financial planning

5 June 2000

Investors remain undeterred by recent sharemarket volatility, seeing it as an opportunity to buy bargain stocks. According to a recent Macquarie Bank survey, 68 per cent ...

Financial planning

1 June 2000

Group life price hike

Mergers and acquisitions, an increase in claims and more generous definitions of Total and Permanent Disability (TPD) have reduced the number of group life products on of...

People & Products

24 May 2000

Thornhill leaves MLC

After five years with MLC, former adviser relations general manager Peter Thornhill has ventured out into the wild world of professional speaking. Thornhill says his deci...

Financial planning

24 May 2000

FPA attacks proposal

The FPA has vowed to fight CLERP 6 proposals which allow accountants who are members of professional bodies to operate outside the licencing scheme....

Financial planning

24 May 2000

Reform bill has trainers jostling for position

Education providers are scrambling for position to exploit opportunities raised by the Financial Services Reform Bill....

Financial planning

24 May 2000

CFP conference 2000 kicks off in the Apple Isle

Advice Worth Taking Wrest Point, Hobart, Tasmania - 25-27 May, 2000 The Financial Planning Association's second CFP Conference opens in Hobart, Tas-mania at the newly up...

Financial planning

24 May 2000

What's up ahead with the GST?

Can salary packaging survive the GST? Julie Bennett investigates. There have been murmurings around the industry that the GST will make salary packaging less attractive...

Financial planning

24 May 2000

Financial Services dot com

Financial planners will wither and die unless they harness the enormous power of the Internet. So says Gary Chow, organiser of the first ever financial services dot com ...

Financial planning

24 May 2000

The party's over: Ralph moves in on trusts

Ralph changes to the taxation on entities will bring trusts in line with indi-vidual tax rates - a move which could put many unwary investors at risk of pay-ing too much ...

Financial planning

24 May 2000

CFP Conference preview - All a matter of ethics, not rules

What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...