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News by this author
As competition continues to heat up between SMSFs and their industry superannuation counterparts, Deloitte's lead superannuation partner Russell Mason believes there is s...
William Buck wealth advisory suggests strategies to overcome super disadvantage, particularly for women....
Westpac, Commbank and The Benevolent Society team to launch bond aimed at addressing social benefit issues....
The Shadow Assistant Treasurer, Senator Mathias Cormann, says a Coalition Government would review concessional caps, subject to Budget capability....
CBA and CFS have rolled out a simple superannuation product which targets the unadvised Gen Y market. ...
The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....
The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...
Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...
Following SuperRatings criticism of the FSC/ASFA standard risk measure yesterday, ASFA has said it will incorporate the points made in a review of the SRM later this year...
In the lead-up to tax time, the Australian Taxation Office (ATO) is warning taxpayers about new and complex tax avoidance schemes offering people financial security....
Analysis by this author
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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...