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Financial planning
A series of advertised competitions offering prizes as an incentive to ING superannuants to consolidate their super into ING’s super products is remarkable for both the n...
Superannuation
The topic of self-managed superannuation funds (SMSF) seems to be replacing investment property conversation at more and more baby boomers’ weekend barbecues....
Financial planning
Dealer group Financial Lifestyle Solutions is about to embark on an educational program designed to teach its key advisers and insurance brokers the skills needed to oper...
Financial planning
Financial planning dealer group Australian Financial Services Group has signed a heads of agreement to acquire a strategic stake in The Salisbury Group for an undisclosed...
Financial planning
Financial Services Partners (FSP) has purchased a newly-launched management tool aimed at eliminating the ‘people risks’ involved in the financial services business....
Superannuation
Brisbane-based self-managed superannuation funds administrator Super Concepts has warned that a boost in ATO compliance staff could see poorly run self-managed funds losi...
Superannuation
The head of technical services at a leading fund manager has warned financial planners that self-managed superannuation funds are likely to come under greater tax scrutin...
Financial planning
Less than two months after receiving a negative shadow shopping review, mortgage brokers have fought back with a solid performance in the latest mystery shop commissioned...
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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...