McLean Delmo joins Bentleys national network 22 May 2013 0 Melbourne-based accounting firm McLean Delmo has signed on to Bentleys’ national network of independent firms.
Super fund advice take-up low 22 May 2013 0 New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness.
Life-risk sector continues to surge forward 22 May 2013 0 Life-risk sector benefits from strong investment returns to boost profit and revenue figures
Aberdeen AM rebrands 22 May 2013 0 Aberdeen Asset Management has rebranded with a message of simplicity of delivery.
Industry still griping over AUSTRAC funding 22 May 2013 0 ASFA reflects views of industry by maintaining its opposition to an industry levy to pay for AUSTRAC.
Planners see growth appetite bounce back 22 May 2013 0 With investment concern levels dropping to their lowest point in over three years, new data shows both planner and investor appetite for growth assets has bounced back.
A guide to the new penalty regime for SMSFs 21 May 2013 0 David Court looks at the new penalty regime that will apply to SMSFs from 1 July, 2013.
SPAA urges no Coalition super guarantee deferral 21 May 2013 0 SPAA has urged the Coalition not to defer the Labor Government's planned increase in the superannuation guarantee if it wins government at the election scheduled for 15 September 2013.
ASFA urges long-term policy approach 21 May 2013 0 Post-Budget debate sees ASFA calling for long-term policy approach aimed at comfortable retirement.
Indirect Budget impacts for SMSFs 21 May 2013 0 MLC's Peter Hogan says that while the Budget hasn't specifically targeted SMSFs, there are likely to be a number of indirect impacts.
CFS adds new options to FirstChoice 16 May 2013 0 Colonial First State (CFS) has added five new investment options to its FirstChoice platform.
AQR Capital Management adds unit class to trust 16 May 2013 0 AQR Capital Management has announced the introduction of new unit class within its AQR Global Risk Premium Trust.
BT expands funds under Wrap Capital Protection 16 May 2013 0 BT Financial Group extends to 150 the number of funds under capital protection product.
CUA launches new youth-market offering 16 May 2013 0 Credit union CUA has launched an online savings product it claims is specifically aimed at the youth market.
Two-thirds of planners eyeing the door 18 Feb 2013 0 Almost two-thirds of financial planning professionals are willing to leave their employer if the right opportunity comes along, according to a Profusion Group survey.
Friday is deadline day for CFP enrolments 18 Feb 2013 0 Enrolments for the 2013 Certified Financial Planner (CFP) program close on 22 February.
SMSF101 launched online 18 Feb 2013 0 The SMSF Academy has teamed up with Money101 to launch SMSF101 - an online self-managed superannuation fund (SMSF) education offering for financial planners and accountants.
Phone-based advisers in short supply 18 Feb 2013 0 As financial planners look to position clients at the centre of their advice offering, demand is high for client services specialists and phone-based advisers.