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Financial planning
With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...
Financial planning
Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...
Financial planning
While GST awareness is high, action and implementation are low, spelling trouble for businesses from July 1. So says KPMG Consulting partner Mandy Holloway....
Financial planning
Reaction to the recent federal budget has been fairly subdued with most industry analysts noting the lack of news for the financial services industry....
Financial planning
Can salary packaging survive the GST? Julie Bennett investigates. There have been murmurings around the industry that the GST will make salary packaging less attractive...
Financial planning
June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...
Financial planning
Ralph changes to the taxation on entities will bring trusts in line with indi-vidual tax rates - a move which could put many unwary investors at risk of pay-ing too much ...
Financial planning
Treasurer Peter Costello’s mention of the “s” word following his budget address has brought a chorus of approval and demands from the financial services industry....
Financial planning
What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...
Financial planning
Super growth for self manager super Despite recent reports to the contrary, self managed super funds continue to grow rapidly. Grant Abbott explains the factors behind ...
Financial planning
Australian-based fund manager Perpetual Investments is planning a return to the New Zealand market after several years absence....
Funds management
Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...
Superannuation
Self-funded retirees are emerging as one of the real victims of the imminent in-troduction of the GST....
Financial planning
Self-funded retirees are emerging as one of the real victims of the imminent introduc-tion of the GST....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...