Zilla Efrat

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Financial planning

16 Sep

NRMA commits to planning

One of Australia’s best loved brands is about to play its hand in a move to make a dent on the rapidly growing financial services market....

Financial planning

02 Sep

Big Five shake-up

In another sign that financial planning at the Big Five accounting firms is undergoing a major shakeup, a group of advisers, headed by Deloitte Financial Services directo...

Financial planning

02 Sep

Planners strive for legal skills

Legal skills are not the monopoly of lawyers. They can, and should, be developed by financial planners if they wish to stand alongside other professionals such as lawyers...

Financial planning

02 Sep

Snapshot of the way they were

Table: Snapshot of the way they were: KPMG Financial Services: Believed to be the largest player with $520 million of funds under advice, 16 advisers and about 1,000 clie...

Financial planning

02 Sep

Education for the working class

Over the past decade, education has become the order of the day in the United States-defined contribution (401-k) market with retirement responsibility swinging from empl...

Funds management

02 Sep

Bonds open new world of opportunity

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Policy & Regulation

19 Aug

Protax in huge expansion

Queensland-based financial planning group Protax is on a huge expansion drive. It has formed a new dealer group with ANZ Banking Group and is poised to expand its own nu...

Financial planning

19 Aug

Ask a business coach about sanity

Financial planners may have a far higher success rate than most other small businesses, but there’s still plenty of room for improvement. Zilla Efrat asks some of the ind...

Financial planning

22 Jul

Business as usual for BT – under Principal’s wing

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...

Superannuation

22 Jul

Super slugged by SLAB

Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....