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Life/risk advisers point finger at FSC and product providers

 
  May 27, 2016 
 
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Latest News

Life/risk adviser group demands answers

A group established by life/risk advisers is demanding answers around why product manufacturers have not be sanctioned when problems occur. Read more

Bonanza year for Macquarie

This year belonged to Macquarie Investment Management at the Fund Manager of the Year Awards, as it notched up six nominations and five wins. Congratulations! Read more
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Australians need tailored financial advice

Financial advisers should focus on a gender-based approach to win more clients, according to AFA. Read more

Don’t tax super on the way in

If super was not taxed on the way in and during accumulation, the tax office would be creative enough to work around making it an estate planning vehicle, a Senator believes. Read more
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Client wellbeing front and centre

Congratulations to Wealthwise senior financial planner, Joseph Hoe, on winning the Financial Planner of the Year award at the 2016 Fund Manager of the Year awards. Read more

Steve Helmich recognised for Lifetime Achievement

Former executive director of financial planning at AMP Limited, Steve Helmich, has received the Money Management Lifetime Achievement Award. Read more
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Being a coach at the heart of being a BDM

Zurich’s D’Arcy Evans was crowned Business Development Manager of the Year at Money Management/Lonsec’s 2016 Fund Manager of the Year Awards. Read more

Claire Mackay joins accounting ethical standards board

The Accounting Professional and Ethical Standards Board has appointed independent financial adviser, Claire Mackay, to the Board. Read more
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Editorial

Unsettling the political heartland

The Government appears to have upset some rusted-on Liberal voters with its Budget changes to superannuation but it remains to be seen whether it will actually matter on polling day, Mike Taylor writes. Read more

Expert Analysis

What a typical margin lending client looks like – Margin Lending Roundtable Part 3

Your typical margin lending client may not be who you expect him/her to be, especially when the pursuit of tax breaks is left out of the equation, according to a Money Management roundtable. Read more
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Toolbox

Key year-end strategies for retirement clients

Michael McLean looks at key year-end strategies clients can apply to manage tax effectively and boost savings in light of the 2016 Federal Budget. Read more

Holding insurance within superannuation

Holding personal insurance through super may be worth considering for the right client, and advisers need to be aware of not only the benefits but also the tax consequences and complexity. Read more
 
 
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