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Editorial
A member of a self managed super fund (SMSF) currently has an accumulation balance of $400,000. They are 62 years of age, working part-time, and all of their benefits in ...
Policy & Regulation
New Zealand credit unions may soon follow their Australian counterparts and lose a century old tax exemption....
Financial planning
Retail investors have never had it so good in terms of the information available to them regarding investments and this doesn't seem to be tapering off. ...
Financial planning
Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...
Financial planning
The push by the government to change the face of the financial services industry has also included a change in the way planners are licensed and educated. David Chaplin e...
Financial planning
A national savings summit may sound somewhat grandiose but I believe it is now vital to Australia that the bell should be rung....
Financial planning
IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....
Financial planning
<B>Hockey not swayed by ethics </B>The Federal Financial Services Minister, Joe Hockey’s knock back of a proposal for disclosure of ethical considerations taken by invest...
Policy & Regulation
The Investment Savings and Insurance Association (ISI) has claimed a victory following Government amendments to the superannuation funds withdrawal tax, included in the T...
Financial planning
The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...
Financial planning
Alan Cameron probably has the most unenviable job in the Australian financial services industry....
Financial planning
The financial services industry is expecting healthy profit growth this year, according to the Investment and Financial Services Association’s (IFSA) annual survey....
Financial planning
The New Zealand Government’s plans to bring taxation aspects of family trusts into line with Australian regulations have met with fierce resistance from many tax speciali...
Financial planning
What issue has been the subject of more government enquiries than Sydney's second international airport? The answer has got to be Australia's superannuation system. Howev...
Financial planning
The New Zealand Government's proposed pre-funded superannuation scheme could be in place by July next year, according to Peter Harris, economic adviser to Finance Ministe...
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...