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Financial planning
There has only been a slight increase in the overall number of financial planners in the past 12 months, and most growth now appears to be coming from the self-employed s...
Financial planning
Will choice offer you the opportunity to generate more business? That kind of depends. Various reports have suggested few members, maybe around 10 per cent, are likely to...
Superannuation
Product designers will welcome a survey’s discovery that most people establish self-managed superannuation funds for greater control of their investments, rather than for...
Financial planning
The war of words between industry and retail funds has only intensified as choice has drawn nearer. Last week, as industry funds were forced to withdraw a controversial a...
Financial planning
The departure of Grahame Evans after five years as managing director at Professional Investment Services was “perfectly timed”, according to chief executive Robbie Bennet...
Financial planning
Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...
Accounting
An Adelaide accountant who set up and promoted managed investment schemes without a financial services license has been banned from providing financial services for three...
Superannuation
Two former Super Concepts directors have launched a self-managed superannuation fund education business in Melbourne....
Financial planning
The International Wine Investment Fund, where Perennial Investments founder Ian Macoun is managing director-designate, will vote on its future next month in what is shapi...
Financial planning
Melbourne-based dealer group Lonsdale Financial Group has made a series of new appointments as part of a drive to grow its network associates and joint venture opportunit...
Accounting
A Sydney accountant who operated a financial services business without a licence appeared in court yesterday on seven charges resulting from an investigation by the Austr...
Accounting
The Financial Planning Association (FPA) and the Investments and Financial Services Association (IFSA) have moved to head off a further bid by accountants to get a larger...
Accounting
A former Queensland accountant has been sentenced to four years jail after pleading guilty to nine charges of dishonestly using client monies following an investigation b...
Financial planning
A former tax agent, accountant and financial planner has been jailed for six-and-a-half years in the Western Australian District Court after being found guilty of tax fra...
Financial planning
For years financial planners have tried to maximise the value of partnerships with accountants, but the relationship is more often than not sub-optimal, writes Martin Ker...
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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....