accountant

Financial planning

Summit master trust has rolled out its own DIY service for self managed super funds (SMSFs) and their trustees, offering administration and custody services. ...

Financial planning

Bates shocks conference

Tony Bates shocked yesterday’s AiC Private Banking conference by announcing his departure from the top job at Macquarie’s Private Banking....

Accounting

Accountant's popularity solid

The accountant’s position as a source of financial guidance has not noticeably di-minished in the past two years, despite reports to the contrary by the Financial Plannin...

Financial planning

The party's over: Ralph moves in on trusts

Ralph changes to the taxation on entities will bring trusts in line with indi-vidual tax rates - a move which could put many unwary investors at risk of pay-ing too much ...

Financial planning

Projecting busy times ahead

Project management has come a long way in the past ten years. Once seen as the last job before exiting a company, Stuart Engel discovered project managers are now some of...

Accounting

Accountants to dominate

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Financial planning

Jacobs departs

One of IOOF's senior management team, Tony Jacobs, has left the company after the group decided to outsource its taxation advice....

Financial planning

Specialists for a specialised job

I have been interested in some of the comments made by the press and by even some areas of the financial services industry about the quality of financial planners....

Accounting

Accountants to become "dominant force"

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Superannuation

Legal technicality threatens SMSFs

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

Financial planning

SLAB threatens self-managed super

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

Financial planning

Original bean counting group defies its imitators

A stock market listing, a new fee structure and a management team not afraid to speak their minds – there is never a dull moment at Count Wealth Accountants. Samantha Wal...

Financial planning

Rallying to the defence of co-ops

While reading the recent January 20 Money Management article (‘Look before you leap into a co-op’) by Phillips Fox solicitor partner Martin Jamieson, I bristled a little ...

Financial planning

And we use them for efficiency?

Well, now the silly season has passed us by, we can all get back to some serious work. I must confess to having caught the millennium bug, at least something must have ca...

Policy & Regulation

Tax reform — a dark cloud on the horizon

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...