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Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Financial planning

The savings and investment industry has reacted positively to the New Zealand Gov-ernment’s anti tax avoidance measure on contributions to employer superannuation funds....

Financial planning

Exhibitors at Solutions 2000...

Financial planning

The refund of surplus franking credits is emerging as one of the big issues arising from the Ralph reforms, according to a recent AM Corporation survey....

Financial planning

The booming margin lending market may be attracting heat from regulators around the world, but Ralph inspired tax changes are set to keep the flame burning. Jason Spits ...

Financial planning

While reading the recent January 20 Money Management article (‘Look before you leap into a co-op’) by Phillips Fox solicitor partner Martin Jamieson, I bristled a little ...

Policy & Regulation

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...

Financial planning

To shed some light on the myriad of tax changes about to significantly alter the way advisers do business, the Strategist Group is conducting a number of seminars which w...

Financial planning

Like so many other independent dealer groups, Accent Investment Services evolved out of a larger Melbourne-based organisation. It obtained its own licence in 1996. Accent...

Financial planning

The main focus for advisers over the coming months should not be the GST but rather the changes which will come into effect as part of the Ralph Review....

Financial planning

Melbourne-based Management Professionals Group (FMP) and PCA Financial Serv-ices have merged....

Financial planning

The investment industry appears unfazed by the election of a centre/left Government in New Zealand and has adopted a ‘business more or less as usual’ approach to the resu...

Financial planning

IRD casts eyes over life companies The Inland Revenue Department (IRD) is auditing several life companies as its review of the life insurance taxation regime steps up a g...

Financial planning

Since its inception, the Financial Planning Association (FPA) has set about establishing financial planning as a distinct profession. Such distinction recognises that the...

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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 3 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 ...

3 weeks 4 days ago
gonski

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

3 weeks 4 days 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 3 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 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago