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FINANCIAL PLANNERS
Financial planning
Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...
Financial planning
The FPA argues that transitional issues and other factors justify delaying implementation of the Tax Agent Services Act until post-election. ...
Editorial
There would have been many in the Australian accounting community who last week breathed a sigh of relief when they read the documents to be dealt with by the APESB at it...
Financial planning
Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...
Editorial
How much can platforms really help? Patrick Jackson questions the ability of platforms to create efficiencies in tackling the wave of regulatory changes coming our way. ...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Editorial
Australian financial planners have faced some of their most troubling years, but Vanguard’s Michael Lovett suggests a bright outlook is beginning to emerge – something wh...
Funds management
New research suggests Aussie investors are increasing their exposure to global equities, but their appetite seems to be moving from East to West. ...
Financial planning
Latest figures from Radar Results indicate risk clients under 50 are a planner’s most valuable asset....
Financial planning
New research suggests planners are finding 2013 profitable despite the impact of legislative change and continuing market uncertainty....
Financial planning
The FPA has released figures showing the number of Australians seeking financial advice is increasing....
Financial planning
Financial planners who fail to report suspicious client activity can wind up facing prosecution down the track, according to Minter Ellison partner Richard Batten....
Financial planning
The number of so-called “traditional” financial planners will decrease, with real growth to be seen in the risk specialist space, says Mercer advice head Jo-Anne Bloch....
Financial planning
If a financial planner dies without a succession plan in place, their spouse is vulnerable to ‘firesale’ offers to buy the practice, according to Pavuk Legal executive pr...
Financial planning
New research suggests financial planner sentiment has returned to levels not seen since before the global financial crisis....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...