Sara Rich

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The topic of self-managed superannuation funds (SMSF) seems to be replacing investment property conversation at more and more baby boomers’ weekend barbecues....

An Australian Securities and Investments Commission investigation has resulted in a Perth-based development, Lake Coogee Estate, being wound up because the managed invest...

Group income protection specialist International Underwriting Services (IUS) is set to position itself as a new player in the Australian life insurance market, claiming t...

ING has created a tool to assist advisers in implementing tax-effective transition-to-retirement (TTR) pension strategies for their older, medium to high income earning c...

Dealer group Financial Lifestyle Solutions is about to embark on an educational program designed to teach its key advisers and insurance brokers the skills needed to oper...

While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....

Known in the hedge funds industry as a patient investor, Colonial First State Global Asset Management’s hedge fund team has shown that it pays to be well educated on an i...

An Australian Securities and Investments Commission investigation has led to the winding up of Brisbane-based Property Developers Fund....

Colonial First State has enhanced the investment menu of its platform FirstChoice by adding three new geared options....

Private investment manager Next Financial has signed Bravura Solutions for another two years as the administration systems provider for its individually managed accounts ...

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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 4 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

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

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

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