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Financial planning
Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...
Financial planning
Investigations by ASIC have resulted in charges being laid against the operators of a Queensland-based scheme that offered investors a 200 per cent return on their invest...
Financial planning
In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...
Financial planning
Planning practices have been urged by the Financial Planing Association (FPA) to appoint a ‘conflicts officer’ in order to comply with new regulations, but the associatio...
People & Products
Former senior research analyst at InvestorWeb Rodney Sebire has ended a short stint at Skandia to go to hedge fund manager Mann Investments....
Accounting
In an effort to ensure professional and ethical standards applying to accountants are more transparent and forceful, CPA Australia and the Institute of Chartered Accounta...
Financial planning
Alan Kenyon and Stephen Prendeville are happy to see advisers selling their practices and other advisers buying them, particularly when their business Kenyon Prendeville ...
Financial planning
It is my experience that the most common complaint arises from a misreading of the client. And isn’t it always the case that nobody complains about good secure returns bu...
Superannuation
The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Financial planning
Residents of north Queensland have been warned they need to be more vigilant against investment scamsters, following a spate of incidents involving millions of dollars of...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Financial planning
Asgard has become the default superannuation provider for Ernst & Young’s 3,500 Australian staff....
Financial planning
One in five people in an employer-sponsored superannuation fund will change fund post-July 1 according to new research, but most won’t switch immediately and still haven’...
Financial planning
Few property investors make the most of tax depreciation schedules, writes Larissa Tuohy....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....