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Financial planning
Mortgage fraud can significantly impact a client’s available funds, thanks to the fudging of a few figures enabling individuals to borrow more than they should. SIMON PUR...
Financial planning
The average level of superannuation savings will not provide retirement incomes for retirees, and the statutory contributions are not much help for baby boomers either....
Financial planning
The superannuation sweeteners announced by the Government in the May budget have been passed by the Senate, while more fundamental reforms, such as a reduction in the sur...
Superannuation
The average level of superannuation savings will not provide retirement incomes for retirees, and the statutory contributions are not much help for baby boomers either....
Financial planning
As a financial planning practitioner I have seen significant change to the industry in terms of consumer expectations, product design and flexibility, educational standar...
Financial planning
The Financial Planning Association (FPA) has suffered a set back in its attempt to take on the Australian Tax Office (ATO) over its decision to exclude financial planners...
Financial planning
The Government is expected to meet stiff opposition over its plans to place its choice of superannuation fund policy firmly back on the political agenda....
Financial planning
The popular tax schemes of years gone by could see some advisers facing massive legal claims. GEORGE LIONDIS reports....
Financial planning
The past year’s tax agenda has been characterised by the ATO’s focus on tax effective schemes and unfair loopholes. FIONA MOORE reports on some of the year’s stand out ta...
Financial planning
The Australian Taxation Office (ATO) has today extended by three weeks the deadline for investors to accept its settlement offer over mass marketed tax schemes....
Financial planning
Financial services company the Snowball Group has signed a strategic partnership with the Australian Human Resources Institute (AHRI), making Snowball the sole provider o...
Financial planning
The Australian Securities and Investments Commission (ASIC), the Australian Taxation Office (ATO) and the Australian Prudential Regulation Authority (APRA) have successfu...
Financial planning
The Financial Planning Association (FPA) has failed to convince the Australian Taxation Office (ATO) that planners who advised clients to invest in mass marketed tax sche...
Superannuation
Superannuation is a hot topic in the industry at the moment for a few reasons....
Financial planning
The Government has put its choice of superannuation fund policy firmly back on the political agenda with an election night commitment to fund a consumer education campaig...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...