ACCOUNTANT

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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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago