Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 811 - 820 of 4095 results for "Financial planning"

A man is not a plan: Rice Warner

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
... super tax concessions, removing the $450 threshold for SG payments, consider providing tax deductibility of financial planning and allow joint super accounts for married couples, amongst other things. Rice Warner said it is not solely the responsibility ...

Banned advisers still working in advice: FPA

ELIZABETH MCARTHUR  |  MONDAY, 9 MAR 2020
The Financial Planning Association of Australia has revealed it is aware of banned financial advisers still working in the advice industry. As part of the government's proposed legislation to implement the recommendations from the Royal Commission ...

First State Super and WA Super in merger talks

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... WA Super is the default fund for local government employees in Western Australia. First State Super and its financial planning business StatePlus has had a presence in WA for many years with nearly 8000 members and clients in the State. The merger would ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... into accounting in October last year, as first reported by Financial Standard. The rationale was that having financial planning and accounting under the same roof is efficient and allow for concurrent planning (both use similar type of data), favored ...

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Morningstar will acquire a Canadian financial planning and risk-profiling software firm, in a bid to expand its advice capabilities world-wide. Morningstar has acquired PlanPlus Global, whose FinaMetrica Profiler risk software is currently available ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... advisers and mortgage brokers," the AFA said. Meanwhile The Advisers Association (TAA), formed when the AMP Financial Planning association merged with Hillross Financial Services association, called the legislation "rushed" and said it was likely to ...

Fight for MySuper advice fees kicks off

ELIZABETH MCARTHUR  |  TUESDAY, 3 MAR 2020
... currently open for consultation would stop Australians paying for financial advice from their MySuper accounts. The Financial Planning Association of Australia is among those who oppose the move. The FPA is arguing that it will create two classes of ...

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
... Commission in April 2018 and was questioned over a compliance audit of three of ANZ's financial advice groups - ANZ Financial Planning, RI Advice and Millennium3. The audit found 5% of advice provided did not meet the best interests duty and also that ...

FASEA extension passes

ELIZABETH MCARTHUR  |  THURSDAY, 13 FEB 2020
... will have until 1 January 2026 to complete an approved course or degree, which is an additional two years. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) lobbied for these extensions. FPA chief executive ...

De Ferrari unaware of legal action

ELIZA BAVIN  |  THURSDAY, 13 FEB 2020
... will move quickly. In addition, Shine lawyers confirmed it will imminently file charges against AMP Life, AMP Financial Planning and two of its financial planning subsidiaries; Charter Financial Planning and Hillross Financial Planning. Shine said it ...