Head of BT New Zealand, Myles Baron-Hay, will return to Sydney after the Olympic games to join BT’s Institutional Asset Management team as head of in-stitutional business...
The Investment Savings and Insurance Association (ISI) has claimed a victory following Government amendments to the superannuation funds withdrawal tax, included in the T...
Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...
The Investment and Financial Services Association (IFSA) has rolled out a multi-media disclosure document in a bid to develop a best-practice model for fund man-agers usi...
Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...
The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...
The New Zealand Government’s plans to bring taxation aspects of family trusts into line with Australian regulations have met with fierce resistance from many tax speciali...
The New Zealand Government's proposed pre-funded superannuation scheme could be in
place by July next year, according to Peter Harris, economic adviser to Finance Ministe...
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...