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SELF-MANAGED SUPER FUND
Financial planning
Almost 500,000 or 8 per cent of those Australians eligible to determine their own super fund under impending choice of fund legislation will opt to do so according to new...
Financial planning
MLC has implemented potential fee savings and a greater investment choice in its MasterKey Custom platform, effective from July 1....
Financial planning
Older Australians and those more educated about super choice are more likely to stay in their existing fund when the new regime is introduced, while the less informed are...
Superannuation
The SMSF Professional’s Association of Australia has launched a new accreditation program for advisers, pre-empting Australian Taxation Office plans to double the number ...
Financial planning
AXA-Australia-owned advice firm Monitor Money has received its first acquisition funding from its parent three years after the financial services giant took over ownershi...
Financial planning
It’s been another busy week for financial planner Jennifer Moss. If it’s not new legislation to deal with, it’s clients confusing you with the Yellow Pages, she writes in...
Financial planning
The Federal Government will extend its provision of financial assistance to victims of superannuation fraud or theft in light of a recent review of part of the Superannua...
Financial planning
One of the longest running listed investment companies, the Aberdeen Leaders Fund, has announced a share buyback ahead of the payment of a one cent dividend to unitholder...
Superannuation
With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...
Superannuation
The Australian Taxation Office (ATO) has threatened to prosecute the Australian based agent of an offshore group after it discovered the group arranging to give Australia...
Superannuation
The Australian Tax Office (ATO) has acted to crack down on scheme promoters offering to give individuals early access to their superannuation savings....
Financial planning
More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....
Funds management
Macquarie Bank has rolled out Australia’s first instalment warrants over a listed Exchange Traded Fund (ETF)....
Financial planning
Is financial planning for most advisers an academic exercise? ...
Financial planning
Is financial planning for most advisers an academic exercise? ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...