Planners urged 'go young'

01 February 2005

A survey shows many young people would consider financial advice in spite of their modest resources, thereby presenting business expansion opportunities for brokers…

Super industry pushes for zero super surcharge

01 February 2005

The superannuation industry is pressuring the Federal Government on tax cuts, with three key groups pushing for action on the high income earners’ surcharge and an extension…

FPA launches course accreditation

01 February 2005

The Financial Planning Association intends to assess the quality of its members’ entry-level financial planning courses…

Super choice panel announced

07 December 2004

A five-person independent advisory committee will assist the Australian Taxation Office with the Federal Government’s superannuation “choice of fund” education campaign…

Co-contribution grows

07 December 2004

More than 17% of low and middle income-earners will receive a Federal Government co-contribution to their superannuation, according to official figures for 2003/04…

New president for AFA

16 November 2004

Michael Murphy has been named President of the Association of Financial Advisers, taking over from Robin Yates – and he’s getting straight down to business…

Genetic tests increase

16 November 2004

The most common genetic test by local life insurers is for hereditary haemochromatosis, an inherited disorder in which iron accumulates in the blood…

Disclosure guide released

09 November 2004

A guide covering rebates and related payments to help improve remuneration practices in financial services and planning has been has been published…

Genetic testing under fire

09 November 2004

An Australian National University survey shows only 50% of people are aware that genetic testing information is used in insurance underwriting…

AFA considers merger

09 November 2004

The Association of Financial Advisers has dropped hints at its annual conference about a merger with other industry associations…

FPA releases annual report

02 November 2004

The Financial Planning Association of Australia has released its annual report, with Chairman Steven Helmich describing the previous 12 months…

Planned happiness

26 October 2004

An industry survey has found 88% of financial planners’ clients have rated their financial plans as “good” or “very good” – quite a contrast from last year’s “shadow shopping” report…

Life insurance? Who, me?

26 October 2004

Another new survey has found that people don’t like thinking about death or disability – and that’s why fewer than one-third of Australians aged 18-59 have a life insurance policy…

Aussie Unity diversifies

19 October 2004

Australian Unity’s new CEO wants to move the mutual away from its focus on health insurance to concentrate more on general insurance, funds management, retirement villages…

Mulcahy puts the boot in

12 October 2004

Suncorp Metway Chief Executive John Mulcahy has been getting stuck into the allfinanz and bancassurance concepts…

Axa discovers adviser boost

12 October 2004

Axa Australia continues to expand its stable of financial planners through a program called Discovery, in which Axa buys client lists back from advisers it already licenses…

IFRS: a challenge for regulators

05 October 2004

ASIC Chairman Jeff Lucy has spoken out about the new International Financial Reporting Standards, saying that companies and the regulator will have issues with adapting…

Early access not so super

28 September 2004

Everyone wants to get their hands on their superannuation before they qualify, but that doesn’t appear to be stopping the schemes willing to try…

NZ considers compulsory super plan

21 September 2004

A work-based superannuation scheme could be in place in New Zealand by April 2007 to help tackle the nation’s poor savings record…

Another staff reshuffle for FPA

07 September 2004

It’s difficult to keep up with Financial Planning Association (FPA) staffing arrangements, but we try…