Staff Writer

Money Management staff writers are writers who contribute to the website from time to time. If you would like to discuss the content contained within this article please contact us.

View articles by Staff

Staff 's social profiles:

E-mail Author

News by this author

Financial planning

26 Apr

2012 financial planning tax checklist

Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...

Superannuation

26 Apr

Superannuation funds are 'fiduciaries first, marketers second': SCT

Superannuation funds must ensure they are 'fiduciaries first and marketers second', according to Superannuation Complaints Tribunal chair Jocelyn Furlan....

Policy & Regulation

26 Apr

Corporate superannuation advisers forgotten by FOFA

The intra-fund fee legislated under FOFA does not allow corporate superannuation advisers to charge for the services they provide, according to Corporate Superannuation S...

Policy & Regulation

26 Apr

Strong response to AFA/FSC FOFA forum

A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...

Financial planning

26 Apr

Financial services workers getting itchy feet

New survey reveals financial services professionals ready to change jobs if the money and conditions are right....

Financial planning

26 Apr

Financial advisers in dark on advice provision cost

As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...

Financial planning

26 Apr

Colonial First State's FirstChoice reaches $50 billion

Colonial First State's FirstChoice platform has reached a milestone, achieving $50 billion in funds under administration....

Financial planning

26 Apr

Westpac the second major bank to test credit invite law

Westpac has agreed to withdraw and modify communications sent to customers regarding credit limit increase invitations after ASIC formed the view they were misleading....

Policy & Regulation

24 Apr

Financial planners move on from FOFA 'wedge'

The Association of Financial Advisers tells its members it is time to move on with the new post-FOFA environment despite being wedged by the Govt and Industry Super Netwo...

Superannuation

24 Apr

Soft-compulsion needed for disengaged super fund members: IPA

The Government needs to take a more demographic-centric approach to superannuation policy by adopting a soft-compulsion system for persons under the age of 40, according ...