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Financial planning
Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...
Financial planning
In previous Money Management columns, readers have been alerted to one of IFSA's major projects - the development of an industry code of ethics and associated practice st...
Financial planning
Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....
Financial planning
Merrill Lynch has made its much-anticipated first move into distribu-tion by recruiting financial planners as part of a plan to reposition itself as a total financial sol...
Financial planning
Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....
Financial planning
A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation's ranks to set up shop on their own....
Financial planning
Up to 5000 existing DIY funds may have to change their structure if they continue with a single trustee who is also the fund’s single member....
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Superannuation
Rules regarding membership, compliance and administration of self-managed superannuation funds (SMFs) are well on the way to being clarified....
Financial planning
If the burgeoning sector evolving around employing and outsourcing paraplanners is to be believed, there’s a gold rush going on. “Good people” are talked of in hushed ton...
Financial planning
Everyone knows what a lemming is. They’re small, cute, rodent-like creatures who live far up north in very cold climates. Every few years or so, they run like mad at a cl...
Financial planning
Colonial is to rationalise its banner groups from four to two — Financial Wisdom and Colonial Financial Services — following last year’s take-overs....
Financial planning
At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...
Financial planning
The financial services industry breathed a collective sigh of relief following the the announcement by Treasurer Peter Costello that the government will take Ralph Review...
Financial planning
As dealer groups and advisers face a spreading threat of legal action from clients, planning sector experts are becoming more concerned about the growing dangers planners...
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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...