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Financial planning
Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...
Superannuation
When planning for a transition to retirement, advisers now have another strategy for consideration. This new opportunity came about when the Federal Government added a ne...
Financial planning
The Labor Party has indicated it has formulated a plan to make it easier for individuals to recover lost superannuation amounts in response to the ATO estimates that lost...
Financial planning
New rules that could dramatically cut the paperwork burden for financial planers are a step closer after the Federal Government released regulations that aim to shorten t...
Financial planning
The Institute of Chartered Accountants has called on the Federal Government to make some financial planning fees tax deductible and to address superannuation and business...
Financial planning
The Australian Consumers’ Association has echoed the sentiments of ASIC by calling for tighter controls over the mortgage broking industry in light of the proliferation a...
Financial planning
ASFA has expressed concern that the Federal Government's new industrial relations laws will not enshrine superannuation as a key employment condition beyond June 30, 2008...
Financial planning
Rising investor interest and media hype surrounding equity release products, exacerbated by the recent collapse of a company spruiked by swimming legend Dawn Fraser, have...
Financial planning
The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...
Financial planning
The establishment of the Commonwealth’s Future Fund, along with the ongoing implementation of the Federal Government’s Retirement Incomes Policy, has earned Federal Treas...
Financial planning
There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...
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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....