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Financial Planning

Perth broker gets 3 year ban for falsifying documents

LAURA MILLAN  |  FRIDAY, 12 JUL 2013
A Perth-based finance broker has been banned from financial services for three years after an investigation found he falsified documents to support the loan applications of his clients without their knowledge.

Storm lawyers take ASIC and CBA to court over settlement

LAURA MILLAN  |  FRIDAY, 12 JUL 2013
Storm Financial litigator Levitt Robinson Solicitors have questioned the $136 million settlement reached by the Australian Securities and Investments Commission (ASIC) and Commonwealth Bank last year.

Accountants push for debate on FoFA changes

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
The Institute of Public Accountants (IPA) has asked for "further exploration" of the Coalition's proposed amendments to the Future of Financial Advice (FoFA) legislation.

Women hit with double burden on retirement savings

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
Middle-aged women may be twice as disadvantaged as men when it comes to accumulating superannuation savings for their retirement, as they not only take a break from work to have children but also take on the role of caring for their parents later in ...

Self-education cap to harm senior workers

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
The proposed $2,000 a year cap on tax deductions for professional self-education could put professionals over 50 years old in a situation of disadvantage, National Seniors Australia said.

Advisers hitting SMSF service targets

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
Adviser success in addressing the needs of self-managed superannuation funds (SMSF) is on the rise according to a new study by Macquarie Adviser services.

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Planner satisfaction with platforms reached the highest level recorded in an annual Investment Trends' study's ten-year history, surpassing the high that was achieved in 2012.

PIS sees dramatic drop in adviser numbers

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
Independent dealer group Professional Investment Services (PIS) has experienced a significant drop on adviser numbers in the last two years.

Self-education cap could prevent professional development

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
The government's proposal to impose a $2,000 cap on tax deductions for self-education has raised concerns that the measure will impede professional development.

AdviserEdge Melbourne kicks off on 14 July

STAFF WRITER  |  TUESDAY, 9 JUL 2013
Financial services think tank The Social Adviser will be holding an encore version of its inaugural AdviserEdge Social Advice Summit in Melbourne from 14 July - 16 July.