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News by this author
ASIC declares it is taking a close look at one-stop shops seeking to traverse SMSF establishment and property investment. ...
High income earners could sidestep the Federal Government’s 2 per cent Temporary Budget Repair Levy by investing outside of their superannuation fund in investment bonds....
Australian shares surpassed international shares over April, with Australian listed property the standout for growth assets, the Morningstar Australian Institutional Surv...
The CFA Institute is urging Australian asset managers to lift their game by committing to professional codes of conduct....
With less than a week till the ceremony, excitement is building for Money Management and Lonsec’s night of nights – Fund Manager of the Year. ...
Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...
High income earners will look for “clever ways” to avoid being hit by the Federal Government’s new 'repair levy’, a tax expert believes. ...
The Budget has a slap at default fund processes, cutting funding to modern awards....
Tweaks made to superannuation in the Abbott Government’s first Budget are tiny steps as it waits for recommendations from this year’s Financial Systems Inquiry....
Peak superannuation bodies have given the cold shoulder to the decision to freeze the superannuation guarantee rate in this year’s federal Budget to 9.5 per cent until Ju...
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...