This year promises to be interesting year for the entire financial services industry, writes Jim Minto....

More people are at risk of an ATO risk review or audit with the ATO's 'wealthy' barometer falling from $30 million net assets to $5 million....

The Parliamentary Joint Committee (PJC) Inquiry into Financial Services and Products has recognised the need to lift the training and entry requirements for the financial...

The reaction to my move from a generalist technical role to one specialising in risk advice and adviser business growth was seen by some colleagues and advisers as a move...

Financial planners need to make referrals a mainstream part of their businesses and develop frameworks to obtain referrals, according to consultant David Phelan....

With so much focus on remuneration, Rick Di Cristoforo believes it may be time for financial advisory services to proactively educate their clients on the value they offe...

Despite comprising less than two per cent of retail funds, structured products have received more than their fair share of criticism over the past year. Vince Scully disc...

Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....

The advent of industry-wide fee-for-service could see many more accountants expand into financial planning, with the potential for accountants to promote themselves as lo...

Will create time and cost savings for advisers of self-managed super fund clients....

Completes last of 39 proceedings brought against Primelife since 2004....

Planners should work with referral partners to achieve the best business succession outcome, writes JON DE FRIES....

Businesses such as iRefund thrive when consumers feel they are not getting value for the commissions paid to financial planners....

DANTE DE GORI considers ways to keep a client’s transition to retirement strategy on track in the face of injury or illness....