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Financial planning
While the ACA/ASIC Quality of Advice survey may have come as no surprise to the FPA, the planning industry is still reeling from the fallout, as JULIE BENNETT reports....
Financial planning
Question: Is it compulsory for a self-managed superannuation fund (SMSF) to register for GST? If not, is there any advantage in doing so?...
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Superannuation
Asgard has expanded its service offering to include a self managed super fund (SMSF) adminsitration product, SuperLink, in a bid to stake a claim in the $109 billion do-i...
Financial planning
The Australian Securities and Investments Commission (ASIC) has ordered that a planner with the Bongiorno Financial Advisers group be prohibited from acting as a represen...
Financial planning
Platform provider Symetry has struck a deal that will see it distribute Customer Acquisition and Retention Management’s (CARM) Guided Planning System (GPS) to the 200 adv...
Financial planning
From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....
Financial planning
Zurich Financial Services Australia has bolstered its technical services team with the appointment of two specialists in response to adviser demand for additional regulat...
Financial planning
The Australian Investments and Securities Commission (ASIC) has obtained compliance and asset preservation orders from the Supreme Court of New South Wales against Elm Fi...
Financial planning
The Australian Securities and Investments Commission (ASIC) has issued five compliance guidelines to the market offering practical advice to operators of managed investme...
Financial planning
The Australian Securities and Investments Commission (ASIC) has put institutions with aligned advisers on notice after a recent surveillance project found that commission...
Financial planning
Lonsdale Financial (Lonsdale) has appointed its first chief executive and operating officers with general manager Mario Modica set to head-up the Melbourne-based group an...
Financial planning
The Securities Institute has seized the opportunity to swoop on yesterday’s deficit announcement by the Financial Planning Association (FPA) by revealing it attracted 1,6...
Financial planning
Budding software group Online Business Technologies (OBT) has signed its first major financial services client after aligning with Zurich Financial Services Australia to ...
Editorial
The Financial Planning Association (FPA) will post its first end of financial year operating loss this year, with an expected $2 million deficit for 2004, due to a fall i...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...