When it comes to planning the distribution of their estate, most parents are keen to treat their children equally. But how do you do that? Michael Schneider shares his id...
It's hard enough treating every one fairly in an estate plan – but it's even more difficult when the beneficiaries are part of a blended family. Jack Houwing describes hi...
Technology makes life as a financial planner easier… right? Well, yes – if you know how to use it well. Among the most popular of all desktop technologies are Outlook and...
Advisers and accountants want to know what they have to do in order to be able to continue to provide advice in the area of self-managed superannuation funds (SMSFs)....
Australian baby boomers will have to save for their own retirement rather than rely on inheritance handouts, as existing retirees are living longer and increasingly optin...
The financial services sector has broadly welcomed today’s release by the Australian Securities and Investment Commission (ASIC) of a modelling template for fee disclosur...
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...