ACCOUNTANT

Financial planning

Summit master trust has rolled out its own DIY service for self managed super funds (SMSFs) and their trustees, offering administration and custody services. ...

Financial planning

Tony Bates shocked yesterday’s AiC Private Banking conference by announcing his departure from the top job at Macquarie’s Private Banking....

Accounting

The accountant’s position as a source of financial guidance has not noticeably di-minished in the past two years, despite reports to the contrary by the Financial Plannin...

Financial planning

Ralph changes to the taxation on entities will bring trusts in line with indi-vidual tax rates - a move which could put many unwary investors at risk of pay-ing too much ...

Financial planning

Project management has come a long way in the past ten years. Once seen as the last job before exiting a company, Stuart Engel discovered project managers are now some of...

Accounting

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Financial planning

One of IOOF's senior management team, Tony Jacobs, has left the company after the group decided to outsource its taxation advice....

Financial planning

I have been interested in some of the comments made by the press and by even some areas of the financial services industry about the quality of financial planners....

Accounting

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Superannuation

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

Financial planning

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

Financial planning

A stock market listing, a new fee structure and a management team not afraid to speak their minds – there is never a dull moment at Count Wealth Accountants. Samantha Wal...

Financial planning

While reading the recent January 20 Money Management article (‘Look before you leap into a co-op’) by Phillips Fox solicitor partner Martin Jamieson, I bristled a little ...

Financial planning

Well, now the silly season has passed us by, we can all get back to some serious work. I must confess to having caught the millennium bug, at least something must have ca...

Policy & Regulation

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

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

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 5 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 2 days ago
moneymanagement logo