ACCOUNTANT
Financial planning
Describing another week in her practice, Jennifer Moss says recent rule changes to retirement savings are causing people to lose faith in the super system....
Financial planning
It’s been another busy week for financial planner Jennifer Moss. If it’s not new legislation to deal with, it’s clients confusing you with the Yellow Pages, she writes in...
Financial planning
Perpetual Trustees has indicated its private client and accountant referral-based Wilson Dilworth planning businesses will soon sit under the one brand while retaining tw...
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Superannuation
Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....
Accounting
Accountants have warmly welcomed the recommendation by the Parliamentary Joint Committee on Corporations and Financial Services (PJCCFS) to allow them to provide advice o...
Financial planning
Three advisers to a tax-minimisation scheme have been jailed in the West Australian Supreme Court for five years each for attempted tax fraud of around $26 million....
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
Accounting
The Australian Securities and Investments Commission has shut down another illegal managed investment scheme after successfully taking claims to the Supreme Court of Quee...
Financial planning
Accountants have received support to provide advice on all non-self managed superannuation structures after a recommendation by the Parliamentary Joint Committee on Corpo...
Financial planning
Van Eyk Research is steadily expanding resources within its research and iRate online desktop tool divisions with the announcement of two new appointments today....
Life/Risk
‘Own Occupation’ definitions within TPD policies can be a minefield for advisers and clients. MARC FABRIS reports.ory...
Accounting
Tribeca Learning will make a strategic push into the continuing education (CE) of accountants with the acquisition of two established chartered accountant programs....
Financial planning
Former Avanteos founder and director Mike Polkinghorne has returned to the financial services market with the rollout of a software package designed for financial plannin...
Financial planning
Lonsdale Financial (Lonsdale) has appointed its first chief executive and operating officers with general manager Mario Modica set to head-up the Melbourne-based group an...
Never miss the latest news and developments in wealth management industry
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...