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Financial Planning

Defeat death taxes when merging accounts

RUTH LIEW  |  FRIDAY, 15 AUG 2008
Older Australians looking to merge their pension and super accounts be warned: your death taxes may be higher than you bargained for.

Westpac FP turns to experience

MICHAEL HOBBS  |  FRIDAY, 15 AUG 2008
Westpac Financial Planning plans to increase the number of experienced financial planners by more than 200 in three years and cut the number of entry level planning roles as part of a business restructure.

Mercer opens first ext advice practice

MICHAEL HOBBS  |  THURSDAY, 14 AUG 2008
Mercer Wealth Solutions opened its first external financial advice practice in Baulkham Hills, Sydney, just three months after it launched the new advice channel.

FPA reviews award categories

MICHAEL HOBBS  |  WEDNESDAY, 13 AUG 2008
The Financial Planning Association (FPA) revamped its honorary awards to emphasise the achievements and professional success of its winners.

Till taxes do us part

RUTH LIEW  |  TUESDAY, 12 AUG 2008
Divorced couples unwary of CGT pitfalls could be in for a world of tax pain without professional financial advice, said Centric Wealth.

Practice owners demand cultural fit

MICHAEL HOBBS  |  TUESDAY, 12 AUG 2008
A Centurion Market Makers survey found almost four fifths of financial planning practice owners are looking for a 'cultural fit' and a similar standard in delivering advice rather than just the right price when selling their business.

Van Eyk most popular ratings agency: Rainmaker

ALEX DUNNIN  |  TUESDAY, 12 AUG 2008
Van Eyk is the most widely used managed funds research rating agency, followed by Morningstar and Lonsec, reveals new research released by Rainmaker.

Thirst for planners soars 55pc

RUTH LIEW  |  FRIDAY, 8 AUG 2008
Australia's demand for professional financial planners is expected to grow by 55 per cent in the next five years, said the Financial Planning Association of Australia.

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
Thousands of planners are at risk of losing their industry accreditation if they haven't complied with a little known industry guideline on trail fees that took effect this year.

Tech will bond insurers and planners: AFA

RUTH LIEW  |  FRIDAY, 1 AUG 2008
Financial planners aiming to better control and boost their insurance advice business will have to place their bets with high tech information exchange and electronic filing systems, according to AFA financial adviser of the year, Phil Young.