FINANCIAL PLANNING

Financial planning

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

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Financial planning

Super funds warned to more closely monitor intrafund advice outsourced to planning firms....

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Funds management

Investors cautioned against using ETFs to gain exposure to emerging markets....

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People & Products

Former Commonwealth Financial Planning executive manager, Nathan Stanton, will head up Western Pacific Financial Group - a dealer group owned by SFG Australia....

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Financial planning

FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....

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Policy & Regulation

AFA chief executive, Brad Fox says advice firms are being placed under pressure by the continuing regulatory unknowns around FOFA....

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Superannuation

The mortgage broking industry appears to have created a more aggressive push into the ever-expanding SMSF segment. ...

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Superannuation

BGL Corporate Solutions enters into partnership with RP Data to offer automated property data to SMSFs....

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Editorial

Take-over target, Trust Company, has booked a solid profit and points to promising outlook. ...

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Financial planning

With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....

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Financial planning

Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...

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People & Products

Fabio Ferro joins Wealth Enhancers as portfolio manager....

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Financial planning

The FPA argues that transitional issues and other factors justify delaying implementation of the Tax Agent Services Act until post-election. ...

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Financial planning

Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...

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Financial planning

A Melbourne adviser who placed close to $700,000 of client money in a failed investment scheme is charged with inappropriate advice....

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