With any strategy or transaction undertaken by a financial adviser on behalf of a client, consideration must be given to the anti-avoidance rules of the Income Tax Assess...

Joe Hockey’s office is likely to be bombarded with reams and reams of responses to the federal government’s draft CLERP 6 legislation....

After much deliberation, the Senate passed the member/ trustee laws late last year which have significanrt ramifications for self managed super funds (SMSF). The March 31...

As any financial adviser knows, the best way to sound authoritative about the share market is to guess. That is exactly how Christine Kiernan of Kiernan Consultants manag...

Australian Clearing Services (ACS) has formed another alliance with a financial services provider — Norwich Union’s Navigator. The new share trading service is to be bran...

Losing a loved one is a tragic thing, paying tax is a disaster....

The financial institutions have emerged as the dominant players in the financial planning industry as they attempt to corner customers across the whole spectrum, from the...

There is a growing recognition of the role of financial planners as lifestyle planners or strategists in helping clients achieve their lifetime goals, rather than simply ...

Greg Gunther has a pilot's licence, but has never used it in his work as a fi-nancial adviser in the Darling Downs of rural south-east Queensland. A shame, as the flying ...

Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the prudent person...

The recent surge in interest in hedge funds has spread to the retail market with the launch of Hedge Funds Australia (HFA) hedge fund....

A survey by Macquarie Portfolio Services has revealed that the knowledge of wrap services among advisers has escalated over the past 12 months, and particularly over the ...

Former Financial Wisdom financial adviser Stuart John Forsythe has been gaoled for six years by the Newcastle District Court on 33 Aus-tralian Securities and Investment C...

Former Australian Olympic rower Hamish McLachlan has been permanently banned from acting as a representative of a securities dealer or of an investment adviser....