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News by this author
Specialist bank Investec will boost its adviser banking services push after the sale of its specialist lending business to the Bank of Queensland. ...
SMSF trustees need to implement their financial strategies by 30 June to get the best outcomes for their funds, the SMSF Professionals’ Association of Australia claims....
The Australian Social Infrastructure Fund has rebranded to the Folkestone Social Infrastructure Trust for the next phase of growth and development. ...
The latest Australian Prudential Regulation Authority (APRA) data showed life insurance net profit after tax stood at $2.7 billion, with super making up a huge chunk....
David Neal has been appointed managing director of the Future Fund....
Financial planning business broker predicts the industry will split into two sectors with non-aligned groups dominating the holistic, high touch advice space....
Finance Minister, Senator Mathias Cormann claims critics of the Government’s FOFA changes have fallen short on offering viable alternatives....
The rapid expansion of the Big Four banks and AMP into financial planning could see them seize an 80 per cent stake in the advice market, research suggests. ...
High wealth individuals are using complex business arrangements and trusts to minimise their tax liabilities, an Australian National Audit Office report reveals....
Retirement savings calculations may be using incorrect values for the level of savings required creating a false gap between reality and expectations. ...
Analysis by this author
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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...