Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...