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FINANCIAL PLANNING
Financial planning
Although it seems to have been going on forever, the saga of financial planners and the Tax Agent Services Act 2009 (TASA) seems to be finally reaching a crescendo. ...
Financial planning
IOOF has posted strong results for the first quarter of 2013, with advice and platform segments increasing their contribution to the overall result....
Financial planning
A lack of consultation around change within dealer groups risks alienating financial planners. ...
Superannuation
APRA tells super funds that, utilising the new SuperStream arrangements, rollovers should be completed within three days....
Financial planning
It was hard for Tim Steele to leave AMP Horizons – a business he developed as part of the group – but he tells Money Management he is excited about the opportunity to lea...
Superannuation
SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...
Financial planning
Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...
Financial planning
AFA wants legislation to reflect that there is no difference between planners and advisers....
Superannuation
The Property Investment Professionals of Australia (PIPA) has welcomed the findings of the regulator’s SMSF Taskforce, but says trustees still require specialised propert...
People & Products
Suncorp-owned dealer group Guardian Advice has made a number of senior appointments including Mark Kevin as NSW/ACT state manager....
Financial planning
A former self-managed superannuation fund (SMSF) adviser has been found guilty at Downing Centre Local Court after pleading guilty to one count of lodging a false stateme...
Financial planning
Advisers and investment managers need to review existing attitudes to retirement planning if they are to effectively meet the financial needs of the steadily ageing cohor...
Financial planning
Seaview Consulting points to parallels between the recent history of the accounting industry and what can be expected in planning sector....
Editorial
Market conditions are driving a renewed interest in alternative investments, but a number of practical limitations may be limiting allocations in the retail space. Bela M...
Financial planning
The Australian Securities and Investments Commission has cancelled the Australian financial service licence of the Sydney-based Flowers Financial Management....
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MARKET INSIGHTS
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....