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Financial planning

Life and superannuation industries' are outsourcing 20 per cent more than they did two years ago, according to a new study. And it appears the strong growth will continue...

Financial planning

Australia's drive to become a global financial services centre has received sev-eral boosts in the past few weeks. Firstly, the Federal government announced in the budget...

Financial planning

Permanent Trustee Company is planning a major push into financial planning and investment advice....

Funds management

New rules on the taxation of friendly society bonds has created "a window of opportunity" for sales, according to IOOF group taxation manager Tony Jacobs....

Financial planning

There is still a lingering perception among Australian investors that negative gearing has magical curing powers for their taxation ills. A combination of a culture of in...

Financial planning

Margin lending is a product that has traditionally polarised finan-cial planners. While it has enjoyed strong support from a number of planners, some have preferred to st...

Financial planning

Name : <B>Peter Graham Smith...

Financial planning

An administration product, in isolation, offers a very narrow service to clients. ...

Financial planning

Australian members of AOL now have access to the Quicken.com.au investment service, thanks to a recent alliance formed between AOL in Australia and Intuit, a leading inte...

Superannuation

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...

Financial planning

Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the...

Funds management

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

Financial planning

Name: Ralph Wilson...

Financial planning

Name: Ralph Wilson...

Financial planning

Recent reforms of the Swedish pension system may provide some answers to New Zealand's retirement savings dilemma, according to head of the Investment Savings and Insuran...

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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