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Financial planning

According to IFSA’s industry statistics, there are about 9 million Australians who have life insurance or managed investment savings that will be affected by the business...

Financial planning

The Financial Planning Association is developing a concerted campaign to put retirement income issues on the Federal Government's agenda. Here, Michael McKenna puts the c...

Financial planning

BT Funds Management’s technical team dives into the Ralph Committee Report to review the potential implications for financial advisers and their clients. By Brian Bissake...

Financial planning

Proposed changes to the way life insurance companies are taxed will result in higher levels of complexity for the industry and increased costs to policy holders. ...

Financial planning

After a long drought, some showers of blessings have finally rained down on the savings industry. The shower was in the form of a press release on the taxation of collect...

Financial planning

The financial services industry breathed a collective sigh of relief following the the announcement by Treasurer Peter Costello that the government will take Ralph Review...

Financial planning

The commencement of every new year ushers in new legislative arrangements with the potential to impact financial planning advice. Stephen Manassah focuses on seven legisl...

Financial planning

The Federal Government’s tax reform agenda will have a major impact on the retail investment sector this year and could crimp one of Australia’s fastest growing retail in...

Financial planning

To many in the financial services industry, the title “paraplanner” conjures up an image of a quiet techie beavering away behind the scenes on the lesser tasks of financi...

Financial planning

This year will be significant for the investment industry because of the huge undertaking the Government has set in train to reform the entire tax system, with particular...

Financial planning

The recent holiday period saw two crucial developments in the Ralph review of business taxation unfold. ...

Superannuation

There are some important things to consider in the new borrowing rules for SMSFs, writes Craig Day....

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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 ...

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

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

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

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A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

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

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