POWERED BY MOMENTUM MEDIA
TAXATION
Financial planning
Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...
Superannuation
In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Financial planning
There has been much discussion about the lack of life insurance being taken out by the Australian public. But this pales into almost insignificance when the focus is on r...
Financial planning
Scrapping reasonable benefit limits; changing rules on employer eligible termination payments; and making more financial planning services tax deductible have all been su...
Financial planning
The Government should extend access to super co-contributions for low to middle income earners in order to encourage Australians under the age of 40 to save for their ret...
Financial planning
Listed accountancy and financial planning firm Investor Group has continued its rapid expansion along the south eastern seaboard by acquiring two more accountancy busines...
Financial planning
Morningstar’s head of consulting Anthony Serhan will join Vanguard’s head of retail investment Robin Bowerman in a session covering the importance of after-tax returns....
Life/Risk
Business insurance is seen by many advisers as an area to steer well clear of – it is seen as too complex and therefore best left to those who fully understand all the in...
Policy & Regulation
A Liberal party backbencher has stepped up the pressure on the Federal Government over super reform, making a speech to parliament calling for tax cuts to encourage peopl...
Financial planning
An undergraduate degree covering accounting, taxation and financial advising will be offered by the University of Western Sydney from next year, adding an entry point to ...
Financial planning
Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...
Financial planning
Dale who? He may not be a household name, but as the lead plaintiff in a class action against dealer group Financial Wisdom, he has sent ripples across the financial plan...
Never miss the latest news and developments in wealth management industry
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...