Ross Kelly

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Financial planning

28 Jun

Imagine what would happen if the government allowed major pharmaceutical companies to set up general practitioner practices and pay GPs trail commissions on they drugs th...

Financial planning

28 Jun

“Super Guru” launched by ASFA

With choice of funds just weeks away a free online guide aiming to help consumers attain a comfortable standard of living in retirement and assist employers to fulfil the...

Financial planning

27 Jun

ASIC super switch guide released

The Australian Securities and Investments Commission has released the definitive guide to what it expects from advisers who switch clients’ super funds under the pending ...

Funds management

27 Jun

FPA stands firm on real estate reform

The Financial Planning Association is sticking to its position that real estate agents should be regulated by a separate regime that picks up the best elements of Financi...

Financial planning

24 Jun

High Octane support for HFA fund

Absolute return fund manager HFA Asset Management has attracted over four times as much money into the second instalment of its capital protected ‘Octane’ fund of funds a...

Financial planning

22 Jun

No frills from passive Virgin

Customers of Virgin Superannuation will only have to pay a flat fee of 1 per cent a year, but their money will not be actively managed....

Financial planning

20 Jun

CPAs want more SOA reform

CPA Australia has made a number of recommendations designed to restrict statements of advice to ten pages, including production of an industry-wide booklet containing gen...

Financial planning

20 Jun

Genesys reimbursed for Solicitors Trust millions

Genesys Wealth Advisers has won back $3 million compensation that it paid under the guise of Garrisons Financial Planning six years ago to clients burnt by the collapse o...

Financial planning

20 Jun

Proposed refinements as good as law: ASIC

Even though they are yet to become law, the corporate regulator says it will generally accept the Federal Government’s proposed refinements to financial services legislat...

Financial planning

10 Jun

Investor Group to take on Melbourne

In an attempt to replicate the scale of its Sydney business in its home town of Melbourne, listed financial planning and accountancy firm Investor Group has agreed to buy...