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Financial planning
Just when you think you understand how to comply with the terms of your Australian Financial Services Licence, Batch 8 dollar disclosure arrives, writes Paula Zammit....
Financial planning
There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....
Financial planning
While property depreciation falls into the tax agent or accountant’s sphere of responsibility, financial planners must understand how a new tax ruling may impact investor...
Financial planning
Superannuation contribution splitting legislation is set to be pushed through parliament next month, despite opposition from sectors of the financial services industry an...
Financial planning
The Investment and Financial Services Association has honoured some of the industry’s leading authorities in technical services, taxation, public policy and administratio...
Financial planning
The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...
Superannuation
Super Concepts has announced the release of a new advice service for the self managed superannuation fund (SMSF) market that tracks performance of individual SMSFs....
Editorial
Commonwealth Bank of Australia owned dealer group Financial Wisdom has been found liable by the Victorian Supreme Court for negligent investment advice resulting in losse...
Financial planning
Alternative investment group HFA Asset Management has added two further staff members to its team as part of an ongoing push to boost its capabilities....
Financial planning
The Federal Court in Brisbane has prevent the trustee of a self-managed superannuation fund from offering any services or advice involvement in a scheme illegally promoti...
Financial planning
Mercer Wealth Solutions has recruited another ex-Bridgeport staffer to its Sydney office while adding another senior financial planner to its Adelaide operation....
Policy & Regulation
Superannuation industry figure Barbara Smith has on the eve of the Federal Budget urged Treasurer Peter Costello to remove some of the taxes on super funds because they a...
Financial planning
Aurora Funds Management has signed a distribution deal with UBS Investment Bank to take its tax-effective Protected Geared Investment product (PGI) to brokers and financi...
Financial planning
The Government has introduced new rules to reduce effective tax rates on ETPs. KEVIN SMITH examines the changes....
Financial planning
JOHN PERRI looks at what has become law recently, and what is around the corner in 2004....
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Podcast
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 ...