Larissa Tuohy

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Financial planning

21 Apr

Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...

Financial planning

19 Apr

Insure your choice

The introduction of super choice will give financial planners an opportunity to demonstrate the value of insurance benefits, and hopefully increase general awareness amon...

Financial planning

23 Mar

Research groups: who is fairest of them all?

The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...

Financial planning

21 Mar

Listed property goes global

Listed property trusts were the darling of the Australian market in 2004, returning 32 per cent. No one believes there will be a repeat performance in 2005, but more than...

Life/Risk

21 Mar

Insurance agent charged after ASIC appeal

The Australian Securities and Investments Commission has successfully appealed to the South Australian Supreme Court after the Magistrates Court failed to convict a forme...

Financial planning

21 Mar

Xplan links up with Navigator

Financial planning software provider Xplan has enhanced its service offering, teaming up with Navigator to supply client and transaction information from the latter’s pla...

Financial planning

14 Mar

FSR: one year on

The arrival of the Financial Services Reform Act in March last year engendered mixed feelings among those working in the financial services industry. At the corporate end...

Financial planning

01 Mar

Credit where it’s due

Community and Corporate Financial Services is one of only a number of dealer groups in the country to use credits unions as a referral base. From its humble beginnings in...

Financial planning

01 Mar

Agribusiness is blooming

With most of the ‘shocker’ products weeded out, and interest among investors surging, the agribusiness sector is heralding in a new Spring, writes JOHN WILKINSON...

Financial planning

01 Mar

A full house at GAP

Dealer group Associated Planners Financial Services is certainly living in interesting times. The firm first began its active recruitment drive in 2002, which culminated ...