accountant

Financial planning

Money can grow on trees, with the right prospectus

While agricultural investments take off there are some traps to avoid. Beverly Houterman and Paul Resnik detail what areas need to be considered....

Superannuation

The new super question: set up an SMSF or an SAF?

The growth in self managed superannuation has grown in recent months as the result of changes in legislation. Ben Smythe investigates what advisers should be telling clie...

Financial planning

From the Frontline 31/08 – Blood, sweat and fears of the ‘thingys with the ringys’

Forget the swimming, forget the marathon - the Year 2000 Sydney Olympic Games provide the perfect opportunity to put our nation’s greatest planners through their paces, a...

Financial planning

Soho leaves bitter taste with investors

Further problems have cropped up for the former Soho Lemon scheme managers, with Suncorp Metway calling in its loan on the Victorian farm....

Financial planning

The Client – Clients: what do they think of us now?

Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....

Financial planning

Collins 17/08 – Licensing advisers – a waste of energy?

Australia’s financial advice industry is underpinned by licensing arrangements enforced and administered by the ever shrinking resources of our investment watchdog. Tom C...

Financial planning

Financial planning enters golden age

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...

Financial planning

Lemon scheme turns sour

An administrator has been appointed to the Victorian Soho Lemon Management scheme. Director Peter Russell-Clarke says he requested an administrator be appointed to protec...

Financial planning

Practice Management – ATO bears down on self employed advisers

Continuing Tax Office crack-downs on self employed and sub contractors will have a marked impact on self employed service providers such as financial planners this financ...

Financial planning

Financial planning's golden age

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...

Financial planning

FPA seeks level playing field

The Financial Planning Association (FPA) has appealed to the government to axe its proposal to introduce a declared professional body (DPB), saying it unfairly advantages...

Financial planning

Inside the Dealers 20/07 – Forging a pact that won’t be discounted

Targeting both large and mid-sized accountancy groups with its national network of financial planning systems, PACT is progressively building upon its $1 billion worth of...

Financial planning

Collins 20/07 – Time of reckoning for BDMs.

Super funds, accountants and the Internet are making life pretty interesting for financial planners at the moment. But while it may be interesting for advisers, <B>Tom Co...

Financial planning

Premium planners desert Count

A group of Count advisers including some of its biggest hitters have left the group, striking out on their own as a new accountant based financial planning group....

Financial planning

Is your business ready for the GST

Q: Is you business ready for GST? After much confusion, deliberation and consultation we decided to tackle the GST on two levels, one for clients and the other for our bu...