FINANCIAL PLANNERS
Financial planning
The Federal Opposition will fight for changes to the TASA timetable in Parliament, but will revisit the issue post-election if the Parliamentary battle fails....
Financial planning
The majority report of the PJC clears the way for TASA legislation with the only concession being a transition period....
Financial planning
Provisio Technologies will offer its online advice tools to financial planners, expanding its user base from superannuation funds into the single and scale advice and pla...
Financial planning
FPA points to tertiary qualifications discrepancy in Treasury TASA documents....
Funds management
Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...
Financial planning
The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...
Financial planning
Planners will be spoilt for choice as the battle for financial planning software moves from the desktop to the cloud, with new entrant OpenWealth set to launch an online ...
Accounting
Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....
Financial planning
Former PIS managing director Robbie Bennetts has signed up with Beacon Financial Group, the entity formed by the merger of The Financial Link Group and Titanium Group and...
Financial planning
Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...
Editorial
Financial planners are required by regulation to hold Professional Indemnity insurance, but Oscar Martinis writes that notwithstanding the increasing cost of premiums, pl...
Accounting
CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....
Financial planning
FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...
Financial planning
The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....
Editorial
Investing in equities offshore has for the past few years been a quick way to add some negatives to a balance sheet, and even the most hardened investors found the going ...
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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...