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FINANCIAL ADVISERS
Superannuation
Financial planners as well as super funds targeting clients have to develop a new holistic model of advice to attract the younger generation of superannuation asset holde...
Financial planning
The Australian Taxation Office (ATO) has urged taxpayers to seek independent financial advice before entering so-called tax avoidance schemes as they prepare to lodge the...
Superannuation
The Federal Government has been accused of taking a "backward and capricious step" by altering the tax settings on superannuation in the forthcoming Federal Budget....
Financial planning
The Association of Financial Advisers has rebuilt their website to allow increased interactivity....
Financial planning
Financial advisers must develop a more complex toolset to provide advice, according to senior Milliman consultants who criticised the simplistic advice models being used ...
Financial planning
Compliant industry codes of conduct deemed to obviate the need to comply with opt-in requirements will have to meet a hefty set of criteria, according to ASIC commissione...
Financial planning
ASIC has permanently banned a former Commonwealth Financial Planning adviser after he was found to have forged the signatures of four of his clients....
Financial planning
A former Commonwealth Financial Planning adviser has been permanently banned by ASIC after it was found he had forged the signatures of four of his clients....
Financial planning
As part of a recent push into the financial advice space, ING Direct has rolled out a new website aimed at providing its adviser network with online access to client reco...
Superannuation
MLC has experienced a rise in clients accessing superannuation online, particularly among baby boomers. ...
Financial planning
The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...
Editorial
From his conversations with financial advisers, TAL Limited’s Jim Minto has identified three game-changing topics....
Superannuation
Superannuation is usually the biggest talking point for most advisers during tax season. Concessional contribution caps will certainly be top of mind this year given the ...
Editorial
If the financial planning industry has learnt one lesson from the FOFA process, it is the vital importance of political activism, writes Mike Taylor....
Financial planning
Future2 seeks financial planner support in identifying organisations to benefit from grants....
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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...