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Financial planning
The Snowball Group has been requoted on the Australian Stock Exchange (ASX) after raising $2 million to fund the implementation of the group’s strategy, which includes in...
Financial planning
A director of a taxation business in Melbourne has undertaken not to act as a representative of a securities dealer or investment adviser or hold a proper authority from ...
Financial planning
We are rapidly approaching that time of year again when the rush is on to find ways to boost up tax deductions and minimise the tax bill for this year....
Financial planning
The Macquarie Bank is preparing to take on the Australian Tax Office (ATO) in court in a bid to reverse the tax office’s decision to disallow tax deductions for so-called...
Financial planning
A Melbourne-based securities dealer is offering planning groups an equities tracking service for clients’ portfolios....
Financial planning
Making compulsory superannuation work more effectively can provide substantial taxation relief to clients of financial planners, AMP technical services manager John Perri...
Financial planning
The Financial Planning Association (FPA) has met with the Minister for Ageing, Kevin Andrews, to develop a long term approach to demographic problems arising from Austral...
Financial planning
The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...
Financial planning
Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...
Superannuation
The Australian Tax Office (ATO) has acted to crack down on scheme promoters offering to give individuals early access to their superannuation savings....
Financial planning
Financial services company Snowball Group has entered a deal to acquire financial planning and accountancy group Investment Taxation Specialists (ITS), a move which will ...
Financial planning
The Financial Planning Association (FPA) has renewed its calls for a public inquiry into the issue of Australians’ poor savings record, in the wake of Democrat Senator Al...
Financial planning
Over the past 12 months the working lives of Australia’s financial planning fraternity has been given a good shakeup and for some, even been turned upside down. The bad n...
Financial planning
Is this the new minister for financial services? Not quite, but senator Helen Coonan, appointed minister for Revenue and Assistant Treasurer after the Prime Minister scra...
Financial planning
There are a number of forces, which will combine to recreate the wealth management Industry. These forces are so powerful that they may lead the wealth management industr...
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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...