ACCOUNTANT
Accounting
AMP and PricewaterhouseCoopers have combined to launch a new dealer group catering to the specific needs of chartered accountants considering expanding their service offe...
Financial planning
More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...
Financial planning
Tower Australia has appointed John de Zwart as its new chief financial officer, reporting to chief executive Jim Minto and the Tower group’s chief financial officer, Will...
Financial planning
As market conditions continue to fluctuate and financial planners feel the pressure, a positioning strategy paves the way for strong growth. Chris Dionne talks to Melinda...
Financial planning
Only one in 10 wealth accumulators between 40 and 50 year old use a financial planner while nine out of 10 in this group use an accountant according to Ipac chief executi...
Financial planning
The differences in attitudes that men and women bring to the provision of financial services are not that wide, rather it appears that women have yet to have their needs ...
Financial planning
Melbourne-based accountant and planning aggregator, Investor Group, has picked up another business of the Stockford group after announcing yesterday it had acquired the l...
Accounting
An accountant and his daughter were sentenced to jail by the County Court of Victoria after being found guilty of intending to permanently deprive their clients of more t...
Financial planning
How do you keep clients happy in times like these? HARVEY BATE discusses the approach his firm has been successfully employing for years....
Superannuation
GIVEN the extremely strong growth in numbers and assets held in DIY superannuation funds, particularly self-managed superannuation funds (SMSF), it is surprising that so ...
Superannuation
Consolidating overseas superannuation money has a reputation for being hard to expedite. FIONA MOORE reports on what the process involves and how it can provide your clie...
Financial planning
The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...
Financial planning
Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....
Financial planning
While the honeymoon is over between financial planners and accountants, the issue of estate planning has forced the two back together, throwing in solicitors for good mea...
Financial planning
While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....
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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...