CHIEF EXECUTIVE

Policy & Regulation

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

Superannuation

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

Superannuation

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

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. ...

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. ...

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...

Financial planning

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

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 ...

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...

Financial planning

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

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. ...

Superannuation

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

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...

Funds management

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

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?...

4 months 3 weeks ago

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

4 months 4 weeks ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 days 10 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks ago