All Articles tagged with 'financial planning Australia'

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ATO: take care what you declare!

From Australian Taxation Office

So far this tax time the ATO has already stopped 58,000 income tax returns containing suspected over claimed or fraudulent refunds. “Each year our ability to match data gets better,

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21 Sep 2012

Tough trading times for business

From Craig James - Commsec

There was a further easing in economy-wide spending in August after temporary stimulus boosted spending in May and June. After sliding 5.4 per cent in seasonally adjusted terms in July,

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21 Sep 2012

Principal Global Investors 2012 Central Bank Watch

From Principal Global Investors

Principal Global Investors’ today released their monthly Central Bank Watch which evaluates the Reserve Bank of Australia’s current and expected interest rate policy. The report refers to the Reserve Bank

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21 Sep 2012

AUI appoints fourth investment specialist

From Australian Unity Investments

Australian Unity Investments (AUI) has finalised its investment specialist team with the appointment of Kate Hoare as the fourth senior investment executive, reporting to Fiona Dunn (general manager – funds management).

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21 Sep 2012

SMSFs should stay in ATO’s jurisdiction, says SPAA

From SMSF Association

The Australian Taxation Office (ATO) is the right regulatory body to oversee the self managed super fund sector, says SMSF Professionals’ Association of Australia (SPAA) CEO Andrea Slattery. Mrs Slattery

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20 Sep 2012

Product team appointments at Tyndall

From Tyndall AM

Following the creation of its new sales and marketing division to expand its product range and take full advantage of emerging opportunities, Tyndall AM has appointed two new managers to

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20 Sep 2012

APRA releases consultation package on revised reporting requirements for superannuation

From APRA - Australian Prudential Regulation Authority

The Australian Prudential Regulation Authority (APRA) has released for consultation a discussion paper outlining its proposed revised reporting requirements for APRA-regulated superannuation funds. The consultation package includes 31 draft reporting

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20 Sep 2012

Sandhurst IML Industrial Share Fund named best performing Australian Large-Cap Share Fund

From Sandhurst Trustees Limited

Sandhurst Trustees Limited (Sandhurst) is pleased to announce that the Sandhurst IML Industrial Share Fund was recently named winner of the Financial Review Smart Investor Blue Ribbon Award in the

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20 Sep 2012

AFA – Community key in tough times

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA)’s National Roadshow (the Roadshow) which recently visited Sydney, Melbourne, Brisbane, Adelaide, Perth and Hobart was a sell-out success, attracting a record 1,580 delegates and

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20 Sep 2012

Five ways investors can ride the QE3 stimulus

From Fidelity Worldwide Investment

“This is a watershed moment for markets,” says Tom Stevenson, Investment Director at Fidelity Worldwide Investment. “The third slug of monetary stimulus from the US Federal Reserve Bank came just

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19 Sep 2012

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]