compliance

Financial planning

Choice of superannuation fund legislation is taking forever to pass through Federal Parliament. Lisa Bowman asks why....

Financial planning

Fastest growing dealer groups: PIS looks at past growth for future direction

Almost seven years ago Robbie Bennetts met with the founding accountants and financial planners who were to become the first advisers within Professional Investment Servi...

Financial planning

Search for growth leads to very different results

The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....

Financial planning

Building bridges between the biggest and best

As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...

People & Products

Head of RetireInvest stands down

The general manager of RetireInvest, David Phelan, will leave the group at the end of this week, bringing to a close nearly seven years with the group....

Funds management

ASIC moves on property promoters

The Australian Securities and Investments Commission has moved in on property investment seminar promoters, obtaining undertakings from Henry Kaye, Alan Meagher, National...

Financial planning

Planners’ salaries: are they worth it?

Financial planners are earning even bigger salaries, but is the bubble about to burst? Lisa Bowman reports....

Financial planning

Self-employed vs salaried planners

Want to make more money in financial planning? Take the self-employed route. Lisa Bowman reports....

Financial planning

Oversupply could lead to industry shake out

The Boutique Financial Planning Principals Group’s (BFPPG) Bruce Baker says it is too soon to know the effects of the Australian Consumers’ Association (ACA)/Australian S...

Financial planning

Departures following Trust restructure

Trust general manager funds management Jeremy Edmonds will leave the company following restructuring as a result of the merger of Permanent Trustees and Trust Company of ...

Financial planning

Where there’s a will, there’s a way to do business

At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...

Financial planning

Morningstar claims more funds needed at Perennial

Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...

Financial planning

Advisers expected to take blame: survey

More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...

Editorial

Crops for the picking for Rural Funds Management

The skill of a boutique fund manager is to find a niche and perform well within that speciality. Rural Funds Management seems to have found such a niche, as John Wilkinso...

Superannuation

ATO taking initiative with SMSF compliance

The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...