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Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
Financial planning
A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Managing Investments Act (MIA), accordin...
Superannuation
Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....
Policy & Regulation
From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...
Financial planning
Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the prudent person...
Financial planning
The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...
Financial planning
New Zealand could follow Australia's lead and dispense with the trus-tee system for many investment products according to James Turnbull, manager of Macquarie New Zealand...
Financial planning
Trustee companies are confident their protests over certain types of trusts will not fall on deaf ears in the Federal Government when con-sidering Ralph Review proposals ...
Financial planning
The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...
Policy & Regulation
On March 26, the Prime Minister announced a package of new tax incen-tives for gifting. These incentives will appeal to philanthropically inclined financial planning cli...
Financial planning
Permanent Trustee Company is planning a major push into financial planning and investment advice....
Financial planning
Self managed super funds are continuing to go through boom times. With the lead up to June 30, an unprecedented number of self-managed super funds are being es-tablished....
Financial planning
As foreshadowed in a previous column, IFSA has completed its submission on the CLERP 6 consultation paper on financial products, service providers and markets. Many submi...
Financial planning
As we approach the first anniversary of the Managed Investment Act (MIA), it is timely to consider its impact. Our prediction that the new regime would be less easy for f...
Financial planning
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) are in discussions with a view to merging their external complaints ...
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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...