Accountants, often the first port of call for clients wanting finan-cial advice, are moving swiftly into financial planning. ...

Politics is akin to cooking. Things go on the boil and off the boil. Other matters simmer and then go into a boil when the right circum-stances prevail....

The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...

"The virtual corporation is based on the concept that the most power-ful asset an enterprise can have is intellectual property followed by cash. Everything else can be o...

Advisers recommending high-income clients invest blindly in unit trusts should beware of tax implications....

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...

The Australian Taxation Office (ATO) has won support for its crack-down on more than 1,600 investors who took advantage of tax breaks in schemes run by Budplan....

Zurich Financial Services' retail team has been given a boost with seven appointments in recent months....

On March 26, the Prime Minister announced a package of new tax incen-tives for gifting. These incentives will appeal to philanthropically inclined financial planning cli...

Trustee companies are confident their protests over certain types of trusts will not fall on deaf ears in the Federal Government when con-sidering Ralph Review proposals ...

The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...

1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...

The Australian life insurance industry is entering a period of legislation-driven change. The past 10 years has been marked as period of restructuring and expense control...