Up to 5000 existing DIY funds may have to change their structure if they continue with a single trustee who is also the fund’s single member....

Changing employment trends will upset most predictions of superannuation growth, unless full employment is achieved in the next 20 years, says The Evatt Foundation execut...

The merger between Lifeplan and StateGuard Friendly Society has been approved by all members and will go ahead on April 1....

Independent advisers are coming under growing pressure as several industry funds look to setting up their own financial planning bodies....

Members seeking advice about their superannuation are driving industry funds to form their own financial planning arms....

York Capital has succeeded in having its Wholesale Property Income Fund put on Norwich’s Navigator master fund’s recommended list....

IOOF and Bendigo Bank have drawn up plans for a new financial planning arm for their joint venture, according to IOOF managing director Rob Turner....

Colonial’s Australian Financial Services division has reported a profit of $212 million, up 38 per cent, for the year ending December 31, 1998....

Former National Mutual executive director Ian Ferres is to join the Australian Unity board....

As banks become more sophisticated in their approach to database mining, they are increasingly segregating their wealthiest clients for special attention. John Wilkinson ...