DIRECTOR
Financial planning
Getting ready for the end of the tax year needs year-round thought, writes Janine Mace. She explains what financial planners should be telling their clients....
Financial planning
Tax is an integral part of a client's financial affairs - particularly in relation to superannuation - so financial advisers need to regularly discuss it with clients. Ja...
Financial planning
Janine Mace outlines what financial advisers should be doing to ensure their businesses are adequately prepared for the end of the financial year....
Financial planning
The chairman of Macquarie Group and Macquarie Bank, David Clarke, has resigned from his positions as chairman and voting director due to ill health....
Financial planning
National Australia Bank has announced that its deputy chief executive, Michael Ullmer, and the UK chief executive, Lynne Peacock, will be stepping down later this year....
Financial planning
New data shows mortgage arrears spiked at the end of last year and look challenging in the current quarter....
Financial planning
The former co-directors of the failed broking firm Opes Prime Stockbroking Limited (OPSL), Anthony Blumberg and Julian Smith, have pleaded not guilty to charges brought b...
Editorial
Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....
Financial planning
Paragem has five more practices in the process of securing their own AFSL, which it says further supports its view that financial reforms will suit the independent financ...
Financial planning
While lifting the superannuation guarantee is critical to improving the retirement of all Australians, it is particularly important for women, according to an open letter...
Superannuation
When it comes to retirement savings, giving Australians tangible information that is focused on the long term should help to reconnect them with their superannuation, wri...
Financial planning
Accounting firm Chan & Naylor has announced plans to expand its network, and has appointed a new chief operating officer to oversee the process....
People & Products
The Association of Superannuation Funds of Australia (ASFA) has appointed a new director of government relations and strategy, with Gordon Noble poised to take on the rol...
Superannuation
The latest AMP Retirement Adequacy Index suggests super balances are recovering from the GFC more quickly than member confidence....
People & Products
Synchron has appointed Albert Nellini as state manager for Western Australia, replacing Ken Smith who has been promoted to associate director of Synchron....
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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...