Larissa Tuohy

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Financial planning

2 November 2005

Ones to watch in 2006

Abstract Long...

Financial planning

26 October 2005

Get online and solve your business problems

While most gatherings of financial planners and accountants feature a lot of grumbling about superannuation complexity and compliance, the business reality is that most n...

Financial planning

26 October 2005

Planners demand clarity on corporate super

Corporate super advisers are seeking further guidance from ASIC on the provision of advice to fund members, particularly in areas where individuals are seeking more perso...

Financial planning

24 October 2005

CPA/ICA issue standards for financial planners

A new set of professional conduct standards for financial planners have been launched by the ICA and CPA Australia....

Financial planning

23 October 2005

Managed funds a firm favourite for investors

Managed funds continue to be the preferred investment option for Australians, according to a new survey of 4,500 investors....

Financial planning

19 October 2005

Taking back control

Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...

Financial planning

19 October 2005

Constructing a new model

At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...

Financial planning

12 October 2005

Home alone: housing an alternative income stream

The launch of reverse mortgage products into the Australian market could offer individuals without significant super savings the opportunity to create an income stream in...

Superannuation

12 October 2005

Retirement products: the next wave

With the baby boomer generation now entering retirement, or certainly looking down the gun barrel, the focus on retirement income streams, by both the government and fina...

Financial planning

5 October 2005

Taking defensive action

There is a great deal of focus on the Australian Securities and Investments Commission’s (ASIC) requirements in regards to statements of advice (SOAs). Complying with the...