Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...

Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...

There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...

By world standards, ASIC keeps advisers on a very short leash. But across the Tasman, financial intermediaries are subject to fewer restrictions. Late last year, New Zeal...

It’s taken nearly five years, in which time it’s been dwarfed as a financial services issue in Australia by the launch of the Financial Services Reform Act, but a global ...

The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...

The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...

ASIC has expanded its compliance team, with Carole Ferguson joining in the new position of director, institutional and wholesale compliance....

Tribeca Learning will exit its compliance business and scale back its events business, as it braces for a disappointing finish to 2004-05....

More than a million consumers will be better off and an indelible administration load has been lifted from the superannuation industry after Treasurer Peter Costello’s su...

Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....

The Australian National Audit Office has criticised the Australian Taxation Office over its administration of the superannuation contributions surcharge, pointing to a ra...

Salaried financial planners will only receive an average pay rise of 3 to 5 per cent this year, according to the latest research from Money Management, carried out by the...

The planning practice of former Financial Planning Association board member Laura Menschik has joined forces with two other boutiques to set up a new business combining f...