Accountant convicted in fee no service scamBY ELIZA BAVIN | MONDAY, 9 MAR 2020 11:16AMA Melbourne-based accountant has been sentenced in the County Court of Victoria after pleading guilty to two charges of making false or misleading statements.
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Actuaries Institute proposes new performance test measure
The Actuaries Institute has proposed revising the annual superannuation performance test, so it better aligns trustees' investments with the best financial interests of members.
JANA appoints new director of client development
The new appointment previously worked for APSEC Funds Management.
MSC Certane wins Suncorp mandate
MSC Certane has been appointed as trustee for Suncorp's latest note issue.
Auditors lambast mandatory climate reporting requirements
The peak accounting body said most auditors believe the government's mandatory reporting rules are a "significant miscalculation".
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
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Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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