Rebecca Evans

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Financial planning

5 December 2004

Westpac poised for new dawn with Sunrise

Westpac financial planners that aren’t Certified Financial Planners (CFP) have been given 18 months to attain the designation if they wish to progress within the organisa...

Financial planning

5 December 2004

Investors pour money into Asia

International investment flows into the Asia-Pacific markets is set to rise by more than 40 per cent by 2006 for the three preceding years, with market analysis firm Data...

Financial planning

2 December 2004

Advisers in super liability firing line

Self funded retirees could see their savings targeted by future Federal Governments as the nation struggles to raise sufficient tax revenue from traditional sources, a le...

Financial planning

2 December 2004

AMP wants choice for all

State Governments have been called on to extend the scope of ‘choice of fund’ to cover all employees and not just those covered under Federal Awards, with one of Australi...

Financial planning

30 November 2004

ASIC finds SOAs not making the grade

The average Statement of Advice prepared by financial planners is full of jargon and unnecessary information, but lacking in key disclosure elements, an investigation by ...

Financial planning

29 November 2004

Corporate raider blitzes Rivkin board

Rivkin Financial Services suitor Farooq Khan has succeeded in his crusade of seizing control of the listed financial services group with the ousting of RFS chief executiv...

Financial planning

28 November 2004

FPA election race hots up

Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...

Financial planning

28 November 2004

Planners lash out at soft dollar taxing plans

Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....

Financial planning

28 November 2004

Fee-for-service furphy

Three quarters of financial planning clients do not see a need for addition regulation, and while a surprising number actually read Statements of Advice, only 11 per cent...

Financial planning

28 November 2004

AMP recommends industry funds

Australia’s largest financial planning dealer group, AMP Financial Planning, has acknowledged the ongoing popularity of industry superannuation funds by adding ten of the...