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The Australian Taxation Office (ATO) has issued a blunt message to self-managed superannuation funds (SMSFs) warning the honeymoon period in its regulation of the sector ...
Victorian financial planner Robert Kiddell has won the Money Management Financial Planner of the Year award for 2002 after beating a field of well known financial planner...
The Financial Planning Association (FPA) has moved a step closer to setting up its own in-house professional indemnity (PI) insurance solution for members, calling on a r...
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have formed a joint task force to fight against state Government pro...
Top 5 Australian Equities funds by inflows...
Platinum Capital Management was one of the few managers able to achieve good inflows in international equities over a period of poor market performance....
While speaking at the FPA’s annual convention, Roger Gibson made a convincing case for asset allocation diversification – but left Dominic McCormick uncomfortable with so...
For most financial planning professionals, there might seem to be a world of difference between the process of financial planning and engineering....
Want to increase your business? Improve client retention? Lower operating costs? Debbie Mayo-Smith says it is all about mastering technology....
It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
A love of the country and his community has kept Robert Kiddell out of the big smoke, but he has long been playing in the big league. Jason Spits looks at why the judges ...
Peter Leggett lives a charmed life. The Melbourne planner was just metres away when the World Trade Center came down and in Bali the day terrorists bombed the Sari Club....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...