ACCOUNTANT

Accounting

AMP and PricewaterhouseCoopers have combined to launch a new dealer group catering to the specific needs of chartered accountants considering expanding their service offe...

Financial planning

More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...

Financial planning

Tower Australia has appointed John de Zwart as its new chief financial officer, reporting to chief executive Jim Minto and the Tower group’s chief financial officer, Will...

Financial planning

As market conditions continue to fluctuate and financial planners feel the pressure, a positioning strategy paves the way for strong growth. Chris Dionne talks to Melinda...

Financial planning

Only one in 10 wealth accumulators between 40 and 50 year old use a financial planner while nine out of 10 in this group use an accountant according to Ipac chief executi...

Financial planning

The differences in attitudes that men and women bring to the provision of financial services are not that wide, rather it appears that women have yet to have their needs ...

Financial planning

Melbourne-based accountant and planning aggregator, Investor Group, has picked up another business of the Stockford group after announcing yesterday it had acquired the l...

Accounting

An accountant and his daughter were sentenced to jail by the County Court of Victoria after being found guilty of intending to permanently deprive their clients of more t...

Financial planning

How do you keep clients happy in times like these? HARVEY BATE discusses the approach his firm has been successfully employing for years....

Superannuation

GIVEN the extremely strong growth in numbers and assets held in DIY superannuation funds, particularly self-managed superannuation funds (SMSF), it is surprising that so ...

Superannuation

Consolidating overseas superannuation money has a reputation for being hard to expedite. FIONA MOORE reports on what the process involves and how it can provide your clie...

Financial planning

The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...

Financial planning

Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....

Financial planning

While the honeymoon is over between financial planners and accountants, the issue of estate planning has forced the two back together, throwing in solicitors for good mea...

Financial planning

While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....

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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 ...

3 weeks 6 days 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 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....

1 week 6 days ago

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

3 weeks 6 days ago

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

3 weeks ago