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Policy & Regulation
The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...
Editorial
This year promises to be interesting year for the entire financial services industry, writes Jim Minto....
Financial planning
More people are at risk of an ATO risk review or audit with the ATO's 'wealthy' barometer falling from $30 million net assets to $5 million....
Financial planning
The Parliamentary Joint Committee (PJC) Inquiry into Financial Services and Products has recognised the need to lift the training and entry requirements for the financial...
Editorial
The reaction to my move from a generalist technical role to one specialising in risk advice and adviser business growth was seen by some colleagues and advisers as a move...
Financial planning
Financial planners need to make referrals a mainstream part of their businesses and develop frameworks to obtain referrals, according to consultant David Phelan....
Editorial
With so much focus on remuneration, Rick Di Cristoforo believes it may be time for financial advisory services to proactively educate their clients on the value they offe...
Financial planning
Despite comprising less than two per cent of retail funds, structured products have received more than their fair share of criticism over the past year. Vince Scully disc...
Financial planning
Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....
Accounting
The advent of industry-wide fee-for-service could see many more accountants expand into financial planning, with the potential for accountants to promote themselves as lo...
Financial planning
Will create time and cost savings for advisers of self-managed super fund clients....
Financial planning
Completes last of 39 proceedings brought against Primelife since 2004....
Financial planning
Planners should work with referral partners to achieve the best business succession outcome, writes JON DE FRIES....
Financial planning
Businesses such as iRefund thrive when consumers feel they are not getting value for the commissions paid to financial planners....
Financial planning
DANTE DE GORI considers ways to keep a client’s transition to retirement strategy on track in the face of injury or illness....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....