CHIEF EXECUTIVE

Policy & Regulation

The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....

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Superannuation

Industry welcomes Government's changes to self education expenses and the tax on superannuation earnings over $100,000. ...

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Superannuation

ANZ sells its Super Concepts business to SuperIQ as it plots new strategy on SMSFs. ...

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Superannuation

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...

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Financial planning

The growth in Westpac-aligned planner numbers was one of the major reasons the bank’s wealth management division performed particularly well in the last year. ...

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Financial planning

The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...

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Financial planning

Grandfathering has the potential to split the ranks of financial planners into two camps. ...

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Editorial

Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...

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Editorial

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

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Financial planning

Specialist broker claims merged planning/accounting firms represent better value....

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Financial planning

Life insurer TAL this week acquired all of the shares in the online life insurance business Lifebroker that it did not already own. ...

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Superannuation

IFM states new name is better representation of its work and customers. ...

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Editorial

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...

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Funds management

Japanese-based manager makes second Australian play purchasing Treasury Asia Asset Management....

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Editorial

Challenger confirms 31 per cent quarterly increase in life annuity sales....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 6 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 4 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 2 days ago