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FINANCIAL PLANNING
Policy & Regulation
Federal Treasurer, Scott Morrison has reminded NAB chairman, Ken Henry about his past authorship of tax proposals such as the mining tax and a tax on bank deposits....
Financial planning
Parents of all ages expressed concern about the financial future of their children, the domino effect on their grandchildren, and the ramifications on their own financial...
Funds management
Retirees and investors need to be prepared for rising interest rates and inflation, according to DNR Capital....
People & Products
Infocus Group has flagged the national roll-out of its partnership with H&R Block following a successful Queensland pilot program....
Financial planning
Stuart Arnold-Levy and David Heycock have been banned from providing financial services after an ASIC investigation....
Policy & Regulation
The major banks are facing a bipartisan pincer on the proposed bank levy with Federal Opposition leader, Bill Shorten backing such a move while continuing his calls for a...
Financial planning
The ATO has extended the lodgement date of SMSF returns thanks to feedback from professional and industry representatives....
Funds management
IMF Bentham has entered into an agreement to fund proceedings by a trustee against Australian Executor Trustees in relation to a forest scheme....
Financial planning
Demand for risk clients remained high from financial planners despite LIF, and most of the demand was for book sizes of $150,000 to $500,000....
Financial planning
Paul Barrett’s AZ Next Generation Advisory has extended its presence to North Queensland via an acquisition transaction with Menico Tuck Parrish....
Financial planning
Former BT Magnitude employee, David Murray has been announced as the new chief executive of Sterling Private Wealth....
Financial planning
The Budget measure allowing people aged over 65 to downsize their home and contribute an extra $300,000 to super has provided scope for new planning strategies....
People & Products
netwealth has delivered Futuro Financial Services a white-labelled diversified portfolio solution entailing Sterling Managed Investments and Joseph Palmer & Sons....
People & Products
Andrew Kennedy has been confirmed as chief executive of Total Financial Solutions Australia, moving up from his acting CEO role....
Editorial
Wayne Leggett explains why it is mortgage brokers, not planners, who have the upper hand in terms of influencing the amount of money they manage....
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MARKET INSIGHTS
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...