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ACCOUNTANT

Financial planning

Professional Investment Services (PIS) has appointed former Sealcorp national sales manager Matthew Dell to the role of New South Wales state manager, replacing Adrian As...

Life/Risk

By structuring the ownership of personal life insurance policies via superannuation, it may be possible to fund such premiums from pre-tax earnings, says Andrew Lowe....

Financial planning

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - will indirectly vote early in the new year on whether to appoint Cons...

Editorial

Dominic McCormick questions accountants’ love affair with investing in property....

Financial planning

If you’ve always wanted to throw in your 10 cents worth on where you feel the industry has gone wrong – here is your opportunity. Julie Bennett reports....

Financial planning

Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....

Financial planning

With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....

Financial planning

By 2007, planners will need a degree in order to enrol in the CFP program, but is it asking too much? Julie Bennett reports....

Financial planning

Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...

Financial planning

Financial planners frequently form strategic alliances with other professionals. These relationships are often fairly loose, but there are many good reasons to make them ...

Financial planning

Strong and ongoing relationships between accountants and financial planners sounds like the stuff of fiction but some success stories can be found....

Financial planning

Sealcorp dealer group Pact will be rolled into its sister dealership Securitor later in the year in a bid to sharpen brand focus and respond to the changing needs of its ...

Financial planning

AMP has had the 10 Australian Financial Services Licences it applied for last month to the Australian Securities and Investment Commission (ASIC) granted by the peak regu...

Financial planning

AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...

Financial planning

Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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