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Financial planning
Under the agreement, Permanent will outsource $200 million to ABN Amro Asset Management (AAAM) who will be responsible for managing the Australian equi-ties funds for Pe...
Financial planning
After much deliberation, the Senate passed the member/ trustee laws late last year which have significanrt ramifications for self managed super funds (SMSF). The March 31...
Financial planning
More details have emerged of AMP Asset Management’s $600,000 fraud in the Melbourne office....
Financial planning
The new year presents a number of challenges and opportunities for financial planners wanting to add value for clients. Tim Gunning takes a look at some of the most ex-ci...
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
Macquarie’s wrap service, the Macquarie Portfolio Manager (MPM), has signed up 30 dealer groups in just four months of operation....
Financial planning
Macquarie’s wrap service, the Macquarie Portfolio Manager (MPM), has signed up 30 dealer groups in just four months of operation....
Financial planning
IOOF's 30 per cent rise in funds under management during the last financial year has come from independent financial advisers, says managing director Rob Turner....
Financial planning
In a recent superannuation surcharge ruling, the commissioner of taxation opened a Pandora’s box when he talked of using reserves in a self managed superannuation fund (S...
Policy & Regulation
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...
Financial planning
Financial services organisations are increasingly focussing their efforts on attract-ing the ‘pink dollar’. ...
Financial planning
Self managed super funds are facing some of the biggest legislated changes in their short history. Grant Abbott takes a look at the progress of SLAB 3 and SLAB 4 legislat...
Financial planning
Whatever your opinion on the merits of the GST, the time has come to change all your systems to implement the new regime. ...
Financial planning
Some areas of the financial services industry are sluggish, monopolised and wide open for attack, according to Wizard executive chairman Mark Bouris....
Financial planning
A Western Australia vineyard project that was sold heavily through financial planners has gone into administration....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...