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

Financial Planning

Accountants ready to access HUB24 platform

LAURA MILLAN  |  FRIDAY, 9 AUG 2013
Members of the National Tax Accountants Association (NTAA) will be able to access HUB24 after the organisation reached an agreement with the platform provider.

Law firm acquires wealth management business

MARK SMITH  |  THURSDAY, 8 AUG 2013
Listed law firm ILH Group has expanded into wealth management with the acquisition of Capricorn Investment Partners (CIPL).

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
Financial planning business Wealth Plus and three other advice practices have joined AMPs adviser dealer group, Genesys Wealth Advisers.

Future2 becomes FPA charitable foundation

LAURA MILLAN  |  THURSDAY, 8 AUG 2013
The Financial Planning Association (FPA) has formalised an agreement with the Future2 Foundation, which has now become its charitable foundation.

Rate cut impacts SMSFs, retirees

LAURA MILLAN  |  WEDNESDAY, 7 AUG 2013
The Reserve Bank of Australia (RBA) decision to cut the cash rate by 25 basis points may impact self-managed super funds (SMSF) and retirees, meaning that financial advisers may have to work with them to seek other sources of income.

Independent advisers more loyal to their licensees

LAURA MILLAN  |  TUESDAY, 6 AUG 2013
Independent advisers have more loyalty towards their own dealer groups than those who belong to an institutionally-owned adviser group.

Centrepoint locks-in CEO with incentive bonus

LAURA MILLAN  |  TUESDAY, 6 AUG 2013
Centrepoint Alliance, the parent company of Professional Investment Services (PIS) dealer group, has approved the issue of up to $1.5 million of fully paid ordinary shares to Centrepoint and PIS managing director John De Zwart as a long term incentive.

ASIC admits Commonwealth FP investigation was "not adequate"

LAURA MILLAN  |  MONDAY, 5 AUG 2013
Communication with the whistleblowers who revealed poor practices within the Commonwealth Bank Financial Planning (CFP) unit was inadequate the Australian Securities and Investments Commission (ASIC) has admitted.

NTAA keen to establish referral relations with advisers

LAURA MILLAN  |  MONDAY, 5 AUG 2013
The National Tax Accountants Association (NTAA) said that the majority of its members want to continue to provide advice to self-managed superannuation funds (SMSF), and added that they are keen on establishing referral relations with financial planners.

Advisers warned to check pension start dates after new ruling

MARK SMITH  |  MONDAY, 5 AUG 2013
Advisers have been warned to pay closer attention to pension start dates following a tax office ruling explaining when a superannuation income stream commences and when it ceases, and consequently when a superannuation income stream is payable and taxable.