Mike Taylor

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Financial planning

13 Sep

MFS gets into Strata

A company specialising in providing funds to body corporates, Strata Finance, has entered into an affiliation arrangement with MFS Limited under which MFS will become its...

Financial planning

12 Sep

Trans-Tasman acquisition by Plan B

Western Australian-based wealth management company Plan B has extended its geographic reach, with the acquisition of New Zealand company Strategic Asset Management....

Financial planning

12 Sep

Access super to pay for advice, says industry fund

One of Australia’s largest industry superannuation funds, Equipsuper, has argued that the Government should amend the sole purpose test applying to superannuation fund tr...

Financial planning

11 Sep

Orion links with Trilogy in Australia

Emerging growth-style manager Orion Asset Management has announced the formation of a distribution alliance with US-based boutique asset management firm, Trilogy Global A...

Financial planning

08 Sep

AWM remains acquisitive

Australian Wealth Management has signalled its intention to pursue further acquisitions in the superannuation and funds management area, after reporting a 39 per cent inc...

Financial planning

07 Sep

RetireInvest to move further into aged care market

RetireInvest has signalled its intention to move further into the aged care market in the wake of its recent alliance with the Mackenzie Aged Care Group....

Financial planning

06 Sep

ASIC to ease listed scheme buy-backs

The Australian Securities and Investments Commission has announced that it will be developing a policy aimed at making it easier to undertake buy-backs of interest in lis...

Financial planning

06 Sep

Margin lending used in alleged fraud

Two men who allegedly enticed people to enter into margin loan arrangements have been committed to stand trial in the NSW District Court following an investigation by the...