Milana Pokrajac

Milana Pokrajac

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The second market downturn in three years may prompt super fund and platform sectors to finally start developing more protected growth linked retirement income solutions,...

If a person can demonstrate they are a 'share trader' rather than a 'share investor', they will be allowed to claim a tax deduction for losses on the share market, accord...

Self-managed super funds (SMSFs) have been called to embrace new data transfer standards for rollovers and employer contributions, which will be introduced as part of the...

Self-managed super funds (SMSFs) have been called to embrace new data transfer standards for rollovers and employer contributions, which will be introduced as part of the...

The current global financial jitters highlight the value of financial advice, as clients lean on advisers to guide them through difficult times, according to Association ...

Colonial First State Global Asset Management (CFSGAM) has hired a new senior analyst within its global resources team, who will focus primarily on the soft commodities se...

Snowball is undertaking a detailed review of its customer relationship management system, client administration and reporting platforms, which the group said was part of ...

Weeks after MLC picked talent from AXA North’s senior ranks, one of its own executives, Chris Weldon, has moved to IOOF to head platform products....

A month after hiring Cathryn Franks as national boutiques sales manager, Challenger has added a further five business developers to its team....

The Commonwealth Bank of Australia (CBA) has launched an online property investment tool that simulates real-time exposure to the property market, with users not having t...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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