Julie Bennett

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Chartered accountants continue to prepare to move into financial planning with a new proposal to change the governance structure of the Institute of Chartered Accountants...

The days of investing in agricultural investment schemes purely for tax reasons are over....

ASSIRT has given the thumbs up to BT Funds Management's investment team follow-ing its acquisition by Principal Financial Services....

Australian Unity has taken over the $60 million Permanent Friendly Society, its biggest merger since its formation in 1993....

Did you know.... Bonds take a nosedive The old insurance bond is looking a bit sad and drab these days and in the wake of bold new performers in other sectors, it's a wo...

People retiring next financial year could find their superannuation payouts hit hard by the Timor Medicare surcharge...

Morningstar has awarded IOOF Funds Management with a four star rating. Nine IOOF products achieved a five star Morningstar rating, while another 13 achieved four stars....

ASSIRT has given the thumbs up to BT Funds Management's investment team following its acqui-sition by Principal Financial Services....

Chartered Accountants will be able to continue using their CA designation even when they do not own their own practices, if proposed changes to the Institute of Chartered...

American author Robert Kiyosaki has thrown down the gauntlet to educators, including financial advisers, challenging them to find ways in which to educate the young about...

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