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Financial planning

The political fanfare and media frenzy which beset the 2005 Budget announcement, heralding tax cuts on many fronts, unfortunately overlooked blatant omissions from a fisc...

Financial planning

Fee comparisons are being overemphasised in the lead-up to choice of fund, according to the Financial Planning Association, which claims most debate on the new rules is m...

Financial planning

Macquarie Adviser Services has made its first foray into the agricultural sector, launching the Macquarie Agri-investment Facility, an information-cum-investment service ...

Financial planning

Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...

Editorial

Julie Lockeridge sold her first term allocated pension in December to an elderly Queensland couple. They weren’t in very good health - the wife had to spend two days a we...

Financial planning

Mercer Human Resources Consulting is urging the Federal Government to raise the pension age from 65 to 67 and to reduce the taxation rate paid by superannuation funds as ...

Financial planning

A new financial literacy training program was launched in Melbourne today with the unveiling of Money for Life – Money 101....

Policy & Regulation

One of the major accounting bodies has stepped up its lobbying on superannuation, claiming self-employed people are significantly disadvantaged when it comes to retiremen...

Financial planning

The Federal Government has topped up the retirement savings of low to middle income earners by $244 million in the 19 months since the introduction of the superannuation ...

Financial planning

The Investment and Financial Services Association has welcomed a suggestion by the Minister for Administration and Finance, Nick Minchin, that he is in favour of abolishi...

Financial planning

Financial planners providing tax advice have come under the spotlight of the Australian Securities and Investments Commission who released new guidance today to ensure pr...

Financial planning

With higher levels of divorce and less emphasis on leaving behind a large inheritance, the baby boomers are finding testamentary trusts a useful estate planning tool....

Financial planning

Women could be the big winners from the superannuation co-contribution scheme for low income workers, with more than 126,000 expected to have their retirement savings top...

Financial planning

The Federal Government is claiming a victory with respect to the implementation of its superannuation co-contribution scheme, quoting Australian Taxation Office figures i...

Financial planning

Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago