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Financial Planning

Customers accuse NAB of "predatory lending" in Senate inquiry

LAURA MILLAN  |  FRIDAY, 8 NOV 2013
The National Australia Bank (NAB) does not intend to make a submission to the Senate inquiry into the performance of the Australian Securities and Investment Commissions (ASIC) despite customer submissions accusing the bank of "predatory lending."

HUB24 inks deal with Premium

STAFF WRITER  |  THURSDAY, 7 NOV 2013
HUB24 has inked a deal to administer a new white label investment and superannuation wrap offering for boutique financial advisory group Premium Wealth Management (Premium).

Cap scrap leaves tax abuses unanswered

LAURA MILLAN  |  THURSDAY, 7 NOV 2013
The financial services industry has welcomed the removal of the self-education expense deductions, but the measure leaves concerns about taxpayers' abuse of the system unanswered.

ASIC didn't take my claims seriously: whistleblower

LAURA MILLAN  |  THURSDAY, 7 NOV 2013
Whistleblower and business partner of now banned Lifestyle Trader director Aussie Rob has accused the Australian Securities and Investments Commission (ASIC) of not taking his claims seriously.

Government removes self-education cap

LAURA MILLAN  |  WEDNESDAY, 6 NOV 2013
The Coalition government has removed the cap on tax deductibility of self-education expenses introduced by the Labor government in July.

ANZ praises ASIC "integrity" amid consumer complaints

LAURA MILLAN  |  WEDNESDAY, 6 NOV 2013
ANZ has praised the integrity of the Australian Securities and Investments Committee (ASIC) in its submission to the Senate inquiry into the regulator's performance, despite coming under fire from consumers.

Advisers coming round to social media

JAMES FERNYHOUGH  |  TUESDAY, 5 NOV 2013
Financial advisers are increasingly using social media to interact with their clients, a report commissioned by Zurich Financial Services Australia (Zurich).

Adviser engagement becomes TPB main priority

LAURA MILLAN  |  TUESDAY, 5 NOV 2013
Engaging with financial advisers who provide tax advice is the Tax Practitioners Board (TPB) first priority for 2014.

Advisers battle to reconnect with disengaged clients

LAURA MILLAN  |  MONDAY, 4 NOV 2013
Financial planners are fishing for new clients among Australians who have never sought advice before, but technology could help them reconnect with disengaged clients already in their practices.

FPA to hold 2014 Congress in Adelaide

LAURA MILLAN  |  MONDAY, 4 NOV 2013
The Financial Planning Association (FPA) will hold its next annual conference on November 20 to 21, 2014, in Adelaide.