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Financial planning
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 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
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
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
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
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
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...
Financial planning
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
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
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
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
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
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
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
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...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...