Rats in the ranks

Article Abstract:

Queries are raised against the professional ethics and honesty of financial planners. Efforts are being taken so that all financial services licensees belong to an external dispute resolution scheme like the Financial Industry Complaints Service (FICS) and the Superannuation Complaints Tribunal (SCT), and such can be used for complaints.

Management dynamics, Financial Services, Finance and Insurance, DEPOSITORY INSTITUTIONS, Management, Financial services industry, Financial planners, Company business management

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Making plans

Article Abstract:

Offering financial planning services can be a growth area for accountants. However, before offering financial planning to clients, accountants must ask a number of questions, one of which is whether clients have been asking for financial planning.

Strategy & planning, Services introduction, New Products/Services, Accounting, auditing, & bookkeeping, Accounting & Auditing Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Financial Planning, Planning, Product introduction, Accounting firms, Accounting services, Accountants, Company service introduction, Service introduction, Company business planning

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Game of chance

Article Abstract:

Life annuities and the allocated pension concept imported to Australia from the U.S.A. are the two schemes favoured by retirees. The uncertainty clouding the reforms in both type of schemes have made superannuation a betting matter.

Evaluation, Pensions, Life annuities

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