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Financial planning
The risk of governments failing to financially support their ageing population will become more apparent unless significant pension reform is made now, according to Merce...
People & Products
Wilson HTM has announced the retirement of managing director Steve Wilson, effective 27 October 2011. He will be replaced by current head of private wealth management And...
Funds management
West Australian financial services group Wealth Management Partners has taken a stake in Perth-based accountancy and consultancy firm Stantons International Services, whi...
Superannuation
SMSF succession planning requires careful planning and the submission of extensive documentation. Daniel Butler and Nathan Papson explore some of the aspects of this proc...
Superannuation
Time is running out for SMSF trustees looking to settle property transactions inside 2011, according to NSW-based mortgage broker SMSF Loans....
Financial planning
AustralianSuper has announced the launch of an online financial advice offering for its members, which the big industry funds says will help people 'self-start' their sup...
Financial planning
Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....
Superannuation
New governance standards for superannuation funds may still fall short of demands for greater transparency....
Financial planning
The director of collapsed brokerage firm Sonray Capital Markets, Russell Johnson, has appeared in Melbourne Magistrates Court after his arrest on 24 criminal charges foll...
Financial planning
Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...
Financial planning
The Australian Securities and Investments Commission (ASIC) has obtained urgent Federal Court orders to preserve funds held by a Queensland company operating as a mutual ...
Editorial
A charity that lost $1.5 million in a hedge fund manager that collapsed during the GFC is suing the advice firm that recommended the fund....
Financial planning
Melbourne-based AMP practice, Eluvia has launched a debt and gearing program for clients....
Superannuation
Australian Taxation Office (ATO) data on SMSFs is being skewed because it is picking up large numbers of people in draw-down phase....
Financial planning
Former Trio director Keith Finkelde has entered into an enforceable undertaking with APRA that will see him barred from acting as the trustee of an APRA-regulated super e...
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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...