Powered by MOMENTUM MEDIA
moneymanagement logo
 

ACCOUNTING

Accounting

By becoming licensed to provide financial advice, accountants will be able to charge clients for advice they are currently "giving away for free", says head of SMSF Advic...

Financial planning

Coalition claims Financial Services and Superannuation Minister Bill Shorten acted on accountants' regime with an eye to changes within the Government....

Policy & Regulation

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

Superannuation

Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...

Superannuation

ATO reveals 70 per cent of superannuation fund members hit by ECT problems last financial year would have received refunds under the new regime....

Editorial

The dust has well and truly settled on the Federal Budget but, as Liz Westover writes, the Government needs to accept that its actions have served to confuse Australians ...

Superannuation

The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....

Superannuation

ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....

Superannuation

In a changing global investment landscape, Principal Global Investors has highlighted the need for flexibility and a fresh approach when it comes to fixed income strategy...

Financial planning

The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....

Accounting

Accountants must start diversifying away from compliance work and into wealth creation and financial services, says Institute of Public Accountants general manager Vicki ...

Financial planning

Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...

Accounting

Treasury officials tell Senate Committee accountants will be moved into FOFA world....

Editorial

The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...

Financial planning

Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....

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 week ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago