By Chris Kennedy

News by this author

24 May 2010

Wealthy and Wise Lifestyle Planning will be opening a chain of retail shopfronts that will serve as one-stop-shops for both financial advice and real estate services....

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The Financial Ombudsman Service has upheld four complaints against advisers for directing clients to establish SMSFs and then invest in high-risk real estate managed inve...

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The AFA has heightened its calls for financial advice to become tax deductible, while the NIA says Australia will have to wait for serious tax reform....

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27 April 2010

Accounting industry bodies aren't concerned about losing their SMSF advice exemption as long as new regulations are both flexible and in the best interests of clients....

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21 April 2010

Boutique fund manager Instreet is expanding its Link series with the introduction of the Link DS hedging product, which has received a 'recommended' rating from Lonsec....

There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...

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23 February 2010

Former Westpoint director Norm Carey is planning a return to property development but says he doesn't plan on using retail funds, according to an article in The Australia...

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14 February 2010

With the global financial crisis driving smaller lenders and mortgage brokers out of the market, Chris Kennedy finds the mortgage market is headed for a transitional year...

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10 February 2010

Trio Capital's administrators will file a court application to have six former Astarra funds wound up....

 

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

9 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

10 hours 49 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago