FINANCIAL PLANNING

Policy & Regulation

Federal Treasurer, Scott Morrison has reminded NAB chairman, Ken Henry about his past authorship of tax proposals such as the mining tax and a tax on bank deposits....

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Financial planning

Parents of all ages expressed concern about the financial future of their children, the domino effect on their grandchildren, and the ramifications on their own financial...

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Funds management

Retirees and investors need to be prepared for rising interest rates and inflation, according to DNR Capital....

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People & Products

Infocus Group has flagged the national roll-out of its partnership with H&R Block following a successful Queensland pilot program....

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Financial planning

Stuart Arnold-Levy and David Heycock have been banned from providing financial services after an ASIC investigation....

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Policy & Regulation

The major banks are facing a bipartisan pincer on the proposed bank levy with Federal Opposition leader, Bill Shorten backing such a move while continuing his calls for a...

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Financial planning

The ATO has extended the lodgement date of SMSF returns thanks to feedback from professional and industry representatives....

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Funds management

IMF Bentham has entered into an agreement to fund proceedings by a trustee against Australian Executor Trustees in relation to a forest scheme....

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Financial planning

Demand for risk clients remained high from financial planners despite LIF, and most of the demand was for book sizes of $150,000 to $500,000....

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Financial planning

Paul Barrett’s AZ Next Generation Advisory has extended its presence to North Queensland via an acquisition transaction with Menico Tuck Parrish....

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Financial planning

Former BT Magnitude employee, David Murray has been announced as the new chief executive of Sterling Private Wealth....

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Financial planning

The Budget measure allowing people aged over 65 to downsize their home and contribute an extra $300,000 to super has provided scope for new planning strategies....

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People & Products

netwealth has delivered Futuro Financial Services a white-labelled diversified portfolio solution entailing Sterling Managed Investments and Joseph Palmer & Sons....

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People & Products

Andrew Kennedy has been confirmed as chief executive of Total Financial Solutions Australia, moving up from his acting CEO role....

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Editorial

Wayne Leggett explains why it is mortgage brokers, not planners, who have the upper hand in terms of influencing the amount of money they manage....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 1 week ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

3 weeks 5 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks 5 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

1 week 1 day ago