CHIEF EXECUTIVE

Policy & Regulation

The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....

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Superannuation

Industry welcomes Government's changes to self education expenses and the tax on superannuation earnings over $100,000. ...

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Superannuation

ANZ sells its Super Concepts business to SuperIQ as it plots new strategy on SMSFs. ...

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Superannuation

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...

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Financial planning

The growth in Westpac-aligned planner numbers was one of the major reasons the bank’s wealth management division performed particularly well in the last year. ...

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Financial planning

The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...

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Financial planning

Grandfathering has the potential to split the ranks of financial planners into two camps. ...

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Editorial

Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...

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Editorial

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

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Financial planning

Specialist broker claims merged planning/accounting firms represent better value....

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Financial planning

Life insurer TAL this week acquired all of the shares in the online life insurance business Lifebroker that it did not already own. ...

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Superannuation

IFM states new name is better representation of its work and customers. ...

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Editorial

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...

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Funds management

Japanese-based manager makes second Australian play purchasing Treasury Asia Asset Management....

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Editorial

Challenger confirms 31 per cent quarterly increase in life annuity sales....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 18 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 22 hours ago