The Australian Tax Office (ATO) has announced that they have made a decision to allow eligible persons to make an application for a transitional reasonable benefits limit...
In a recent issue of Money Management, Grant Abbott looked at the issue of proactivity. In this issue, he outlines how to turn your financial planning practice into a fin...
A record number of advisers are selling their businesses at the moment. The ones making the big dollars are those who run the most proactive businesses, according to Gran...
Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...
<B>The new adviser </B>For a number of years, self managed super funds (SMSF) have been considered part-time work for many financial planning professionals across Austral...
The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...