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FINANCIAL PLANNING
Financial planning
Synchron has warned that independent licensees are under threat from double taxation as State treasuries pursue payroll tax....
Financial planning
Planning and accounting indsutry stalwart, Robert MC Brown, argues that hourly rates and flat/fixed fees are the answer for a planning industry mired in conflicted remune...
Financial planning
Fear is stopping financial planning organisations from notifying the corporate regulator of breaches in their business rather than poor culture, The Fold said....
Financial planning
A national examination for planners is an inadequate measure and should not be implemented according to CPA Australia....
Financial planning
ASIC has flagged a crack-down on breach reporting with particular emphasis on high risk licensees with poor cultures....
Financial planning
ASIC acknowledges that vertical integration gives rise to conflicts of interest but acknoweldges that scale has benefits....
Financial planning
Ray White’s move into financial advice has sparked concerns that real estate’s commission-heavy structure could be at odds with the planning arena’s aspired professional ...
Financial planning
ASIC tells of man banned as a planner but still operating as an accountant and providing tax advice....
Financial planning
ASIC chairman, Greg Medcraft, confirms planners and SMSFs are on ASIC’s radar over the next 12 months....
Financial planning
Current market conditions will allow financial planners to sell their businesses at high prices even if not full transitioned to a fee for service model....
Superannuation
Superannuation fund claims vertical integration is stifling competition and the Government’s changes to FOFA have not helped....
Financial planning
Financial planners should ask clients ‘how much is enough?’ and directing their thinking toward philanthropy according to a long-serving adviser....
Financial planning
A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....
Financial planning
Ethics classes for financial planners should be fundamental to the new education standards, with self-regulation a near impossible benchmark for the profession, two indus...
Policy & Regulation
Deloitte argues that FOFA taken together with other initiatives suggests the regulatory pendulum has swung too far....
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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....