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Financial Planning

WB planner expansion Australia-wide

KATE HAGE  |  TUESDAY, 30 MAY 2006
WB financial has appointed five new advisers to its Brisbane, Canberra and Perth offices following the appointment of another two advisers in New South Wales last month.

Double-dipping super contributions potential windfall

KATE HAGE  |  TUESDAY, 23 MAY 2006
The self-employed and those with two jobs are missing out on a superannuation savings windfall due to a change in the taxation laws, according to a self-managed superannuation specialist.

ING offers OneAnswer to insurance

ING plans to make insurance more accessible by cutting fees by as much as 25 per cent and adding extra insurance features on its flagship OneAnswer platform.

Aviva updates adviser tool

KATE HAGE  |  TUESDAY, 16 MAY 2006
Aviva, parent company of Navigator and Norwich Union Life, is offering advisers an enhanced version of the tool n-link that links their offices to a company's administration systems.

FPA opens membership door to individual CFPs

KATE HAGE  |  MONDAY, 15 MAY 2006
The Financial Planning Association (FPA) has opened up their membership to more financial planners by finally doing away with the requirement that their members work for an FPA-affiliated dealer group.

Electronic banking still lacks traction among over 55s: Commbank

WWW.THESHEET.COM  |  THURSDAY, 11 MAY 2006
Despite the push to promote electronic transactions among wealth management customers, slow take-up of electronic banking by older Australians suggests it still has a long way to go to really gain traction.

Fees are going up, but it wasn't meant to be

ALEX DUNNIN  |  TUESDAY, 9 MAY 2006
Market pressure due to super choice was meant to drive down fees. But fees are going up. Why?

Super adviser loses license after ASIC super switching survey

A Sydney-based superannuation advice specialist has lost its license after the Australian Securities and Investments Commission's (ASIC) 'super switching' survey found it breached several compliance obligations.

Pensioners call for 13 per cent more council tax rebate: CPSA

An organisation representing pensioners has called on the government to increase council rate rebate by 13 per cent and said councils should manage their financial affairs properly instead of hiking up council rates to stump costs.

IOOF to merge FP with Winchcombe Carson

IOOF has bought the remaining 75 per cent it previously did not own of Financial Partnership (FP) and plans to merge it with its existing adviser firm Winchcombe Carson (WCFP).