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Financial planning
With higher levels of divorce and less emphasis on leaving behind a large inheritance, the baby boomers are finding testamentary trusts a useful estate planning tool....
Financial planning
Divorce can be emotionally and financially draining. Death is permanent. When the two mix, it can be explosive, especially for the professional adviser who does not act w...
Superannuation
Tribeca’s Jason Menzies answers your questions in-depth....
Accounting
A former Queensland accountant has been sentenced to four years jail after pleading guilty to nine charges of dishonestly using client monies following an investigation b...
Superannuation
Accountancy body CPA Australia has identified a substantial knowledge gap among those involved in self-managed superannuation funds, with claims that around a third do no...
Financial planning
Proving that advice is given in the best interests of clients is more critical than ever if financial planners want to avoid a day in court, writes Paul Resnik....
Financial planning
It’s been another busy week for financial planner Jennifer Moss. If it’s not new legislation to deal with, it’s clients confusing you with the Yellow Pages, she writes in...
Financial planning
Question: My client will be commencing an allocated pension prior to her 55th birthday using the unrestricted, non-preserved monies in her superannuation fund. She requir...
Financial planning
ANZ Trustees is set to merge with Melbourne-based Equity Trustees after the pair signed a heads of agreement that will produce Australia’s third largest trustee company a...
Financial planning
Tranzact Financial Services, previously Beacon Financial Services, is aiming to buy-back the 60 per cent stake in superannuation administration firm Australia First Finan...
Superannuation
Rudy Haddad finds out what ‘gainfully employed’ really means....
Financial planning
One of Australia’s oldest listed companies Washington H Soul Pattinson and Company has bucked the industry trend away from corporate super by announcing plans to launch i...
Financial planning
Australian Financial Services licencees have been granted relief from some restrictive constraints under Corporations Law relating to the treatment of cash common funds....
Financial planning
The Australian Securities and Investments Commission has reaffirmed its ongoing crusade against schemes illegally promoting the early release of superannuation by announc...
Financial planning
The Australian Securities and Investments Commission has accepted an enforceable undertaking from Mellon Nominees over allegedly misleading and deceptive statements relat...
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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...