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ACCOUNTANTS
The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....
Superannuation
The bulk of advisers expect SMSF revenue to grow by more than 25 per cent over the next three years, largely driven by referrals from accountants, a CoreData survey has r...
Superannuation
Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...
Financial planning
ANZ appoints new CFO, International and Institutional Banking. ...
Financial planning
ASIC points to so far modest take-up of limited AFSL and the emergence of concerning trends around RG 146 completion and professional indemnity....
Editorial
Craig Parker looks at the crucial role partnerships and referral relationships can have on advisers looking to create a thriving, client-focused business. ...
Financial planning
Independent planning group Premium Wealth Management has hired former IOOF-aligned manager Justin Viney to lead its network’s development. ...
Accounting
The Australian and New Zealand chartered accountant professional bodies have merged to become one after the trans-Tasman proposal was put forward last year....
Accounting
Accountants are not having the necessary conversations on what is going to happen to their ability to give advice on self-managed super funds (SMSF) after July 2016, an a...
Life/Risk
If life insurance policies fail to meet the client’s – and adviser’s – expectations, certain questions must be answered, Col Fullagar writes. ...
Financial planning
Planners working with high net worth clients need to be across their full financial picture to avoid losing control according to the head of a family office advice busine...
Accounting
Accountants considering advice on SMSFs after July 2016 need to consider their business future ahead of licensing concerns ...
Superannuation
The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...
Superannuation
Self-managed super fund (SMSF) service provider Heffron has launched an online SMSF form with in-built checking tools to avoid compliance headaches....
Financial planning
OneVue extends its SMSF reach with acquisition of Super Managers Australia SMSF administration capability. ...
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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 ...