Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ACCOUNTANT
Policy & Regulation
Restoring accountants' licensing exemption is a positive development that will drive accountants and financial planners closer together, according to Patron Financial Adv...
Policy & Regulation
The financial planning industry needs to remove all perceived conflicts of interest before it can be seen as a trusted profession, according to chartered accountant and f...
Accounting
Small Independent Super Funds Association wants definitive framework for accountants providing advice....
Editorial
Col Fullagar takes a look at two income protection policies - one is offered by an industry superannuation fund, while the other comes from a retail fund. While the premi...
Financial planning
The IPA says removing the accountants' exemption for financial advice on SMSFs could potentially lower access to advice rather than improve it....
People & Products
Matthews Steer Chartered Accountants has announced a boost to its accounting and financial planning teams with two senior appointments....
Superannuation
If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...
Superannuation
SPAA gives qualified welcome to FOFA legislation but maintains pressure with respect to accountant advice....
Financial planning
Australian Unity Personal Financial Services has reached $1 billion in funds under advice, a two-fold increase over the past year....
Financial planning
A former star ANZ financial planner has credited the support offered by AXA/AMP’s Discovery program as a key part of the reason she decided to leave the security of...
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point for clients looking to borrow to invest in a proper...
Editorial
New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point to clients looking to borrow to invest in a propert...
Superannuation
SMSF trustees are more satisfied with their lot than most super members, but mostly when returns are high....
Financial planning
Estate planning is not just about executing wills and distributing assets upon an individual’s death; it should also include the possibility of mental or legal incapacity...
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...