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Financial planning
Baby boomers have always known how to go with the flow. And now their unique history, needs and desires are shaping how they approach retirement. Liam Egan reports....
Financial planning
The sheer size of the baby boomer generation presents a retirement planning opportunity too good for financial advisers to miss. But the fact that they also think differe...
Accounting
The Financial Planning Association (FPA) and the Investments and Financial Services Association (IFSA) have moved to head off a further bid by accountants to get a larger...
Superannuation
The trustees of a number of self-managed superannuation funds can expect to be contacted by both the Australian Taxation Office (ATO) and the Australian Prudential Regula...
Superannuation
Accountancy body CPA Australia has identified a substantial knowledge gap among those involved in self-managed superannuation funds, with claims that around a third do no...
Financial planning
Proving that advice is given in the best interests of clients is more critical than ever if financial planners want to avoid a day in court, writes Paul Resnik....
Financial planning
Tribeca Learning has confirmed its bid to acquire the Strategist Group after signing a heads of agreement with the self managed superannuation fund education firm ahead o...
Financial planning
Shadforths associate and private client adviser Tony Gray is in an enviable position....
Superannuation
The trustees of a number of self-managed superannuation funds can expect to be contacted by both the Australian Taxation Office and the Australian Prudential Regulation A...
Financial planning
The Australian Securities and Investments Commission has reaffirmed its ongoing crusade against schemes illegally promoting the early release of superannuation by announc...
Financial planning
Superannuation funds with fewer than 50 members may still pay a defined benefit pension under a one-year transitional rule. Liang P Leow reports....
Superannuation
Web Abstract long compulsory...
Superannuation
Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....
Financial planning
The Federal Government has been accused of applying a “sledgehammer approach to regulation” after Opposition Minister for Retirement Incomes and Savings Senator Nick Sher...
Financial planning
Complying pensions within SMSFs have been given a year long reprieve after widespread industry and community protest. Jason Spits looks at how the change came about and w...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...