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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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MARKET INSIGHTS

GG

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

3 weeks 6 days 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 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....

1 week 6 days ago

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

3 weeks 6 days ago

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

3 weeks ago