ACCOUNTANT
Superannuation
The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abr...
Financial planning
In statistics that should serve as a warning to financial planning practitioners looking to acquire other practices as part of the business succession push, CPA Australia...
Financial planning
The Australian Securities and Investments Commission has intervened in Sovereign Capital’s intention to wind up the Sovereign Prudential Fund, due to concerns the Gold Co...
Superannuation
Financial planners are now involved in instigating more SMSFs than accountants, according to a new IFSA/Investment Trends survey of the sector....
Superannuation
The terms of engagement of a planner with a SMSF trustee should be precisely delineated to protect planners from claims for negligence from trustees, according to Argyle ...
Life/Risk
Abstract Long...
Superannuation
Almost one third of Australians have made very little preparation for their retirement a new survey has found....
People & Products
Count Financial has appointed Jeremy Wardell as the inaugural chief executive of its accountant based, wealth-creation business countplus, ahead of its planned acquisitio...
Superannuation
An unregistered managed investment scheme relating to a retirement village has been wound up by the Federal Court following proceedings brought by the corporate regulator...
Financial planning
Super choice was introduced in July 2005 to allow Australian’s to make their own decisions about how they want to invest for their retirement. Few argued against the legi...
Financial planning
In the 1980’s, the life insurance industry was largely operating under an agency system whereby those providing insurance advice to clients were ‘agents’ of the insurer r...
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MARKET INSIGHTS
Podcast
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...