The Australian Tax Office (ATO) has announced that they have made a decision to allow eligible persons to make an application for a transitional reasonable benefits limit...
In a recent issue of Money Management, Grant Abbott looked at the issue of proactivity. In this issue, he outlines how to turn your financial planning practice into a fin...
A record number of advisers are selling their businesses at the moment. The ones making the big dollars are those who run the most proactive businesses, according to Gran...
Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...
<B>The new adviser </B>For a number of years, self managed super funds (SMSF) have been considered part-time work for many financial planning professionals across Austral...
The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
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...