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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
Tony Bates shocked yesterday’s AiC Private Banking conference by announcing his departure from the top job at Macquarie’s Private Banking....
Accounting
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
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
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 will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....
Financial planning
One of IOOF's senior management team, Tony Jacobs, has left the company after the group decided to outsource its taxation advice....
Financial planning
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 will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....
Superannuation
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
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
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
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
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
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...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...