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

Financial Planning

Free service may help advisers bypass FoFA costs

JAMES FERNYHOUGH  |  THURSDAY, 6 JUN 2013
Curve Securities' new service, 'TD Gateway', will enable financial advisers to bypass many of the costs associated with the Future of Financial Advice (FoFA) reforms, according to Curve managing director Andrew Murray.

SME with accountant advice are more successful: research

LAURA MILLAN  |  THURSDAY, 6 JUN 2013
Small and medium enterprises (SME) using their accountants as advisers are more likely to achieve financial success, according to MYOB Business Monitor research.

Government extends TASA exemption

LAURA MILLAN  |  THURSDAY, 6 JUN 2013
The federal government's Assistant Treasurer David Bradbury has extended the exemption for financial advisers of the Tax Agent Services Act (TASA) bill and has referred the bill to the Parliamentary Joint Committee for an inquiry.

TASA necessary for customer protection: accountants

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
The Institute of Public Accountants (IPA) is supporting the Tax Agent Services Act (TASA) scheduled to be voted on today in the House of Representatives.

AFA moves into broadcast to promote advice vision

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
The Association of Financial Advisers (AFA) is in the initial stages of a new broasdcast strategy to raise awareness about the importance of receiving financial advice.

Latest Financial Standard issue available on the iPad app

STAFF REPORTER  |  TUESDAY, 4 JUN 2013
In the new edition of Financial Standard, we look at how banks and funds managers are shifting gear on technology spend and profile Frontier Advisors chief executive Damian Moloney

Regulation remains unclear a month out from FoFA

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
The Future of Financial Advice (FoFA) regulation still has some loose ends less than a month ahead of its start, on July 1, 2013.

Greens hold the key to TASA in Senate

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
The House of Representatives will vote today on the incorporation of financial planners into the Tax Agent Services Act (TASA) and if the bill is approved, the key to the final voting in the Senate could be in the hands of the Greens.

BT wins award for 'Your World' tool

JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
BT Financial Group (BTFG) Advice has won the Australian International Design Award for its 'Your World' tool.

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Financial technology provider Rubik Financial will focus on the boutique financial planning space, following the acquisition of Visor Desktop financial planning software from Macquarie Banking and Financial Services Group.