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FPA
Financial planning
Some of you must wonder sometimes whether I enjoy being in the financial serv-ices industry. Well I do. Few other industries could be more dynamic, more suited to electro...
Financial planning
IntegraTec is challenging the FPA's Diploma of Financial Planning (DFP) course, after its latest course gained the go ahead from ASIC and the Vocational Educa-tion and Tr...
Superannuation
A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...
Financial planning
A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...
Financial planning
IntegraTec is challenging the FPA’s Diploma of Financial Planning (DFP) course af-ter its latest course gained the go ahead from ASIC and Vocational Education and Trainin...
Financial planning
“Whatever may be said on the quality of my chairmanship, I was certainly not a great secretary.” Former FPA chief Russell McKimm modestly accepts his distinguished servic...
Financial planning
A number of high profile financial planning personalities have been cemented in the Financial Planning Association (FPA) almanacs for their efforts in building the 11,000...
Financial planning
Advisers never cease to amaze me. I thought I was beyond shock as far as the ego and greed of some advisers were concerned. But from recent articles I have read; conversa...
Financial planning
A stock market listing, a new fee structure and a management team not afraid to speak their minds – there is never a dull moment at Count Wealth Accountants. Samantha Wal...
Financial planning
Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy....
Financial planning
Recently proposed changes to the social security means test have many in the in-dustry up in arms. Samantha Walker takes a look at the proposals and the backlash from the...
Financial planning
Although 1999 was a great year for advisers, 2000 will provide many challenges to the industry, Frank Welsh told delegates at the AMP Financial Planning conference in Syd...
People & Products
AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to represent the large dealer groups....
Financial planning
The Financial Planning Association (FPA) has criticised proposals to include assets held in private trusts and private companies as part of the means test for the age pen...
Financial planning
The Financial Planning Association’s (FPA) complaints resolution scheme will be rolled into the operations of its only competitor under a deal announced late yes-terday....
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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...