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Funds management

15 Oct

Age-tailored approach to equity needed, says fund manager

Fund managers must adopt a more risk averse approach to managing equity as the population ages, a fund manager believes....

Financial planning

15 Oct

City-slick with a rural tick

Financial planners in regional Australia share many of the challenges faced by those in metropolitan areas, writes Jason Spits, but technology has helped overcome the tyr...

Financial planning

15 Oct

Face-to-face - from the top down

The way licensees serve and support planners in regional Australia bears many similarities to the way planners assist their own clients in the regions. ...

Financial planning

15 Oct

MFAA’s SMSF lending program attracts more brokers

Since the Mortgage and Finance Associations of Australia’s SMSF lending training program launched in June this year, more than 130 credit advisers have signed up....

Superannuation

15 Oct

Care needed on superannuation borrowing

DB Lawyers' Bryce Figot warns SMSF trustees to get their own private binding rulings from the ATO. ...

Superannuation

15 Oct

Wealthtrac launches mobile SMSF app

In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...

Superannuation

15 Oct

Retirement adequacy still a worry

NSW MLC data points to women being more worried than men about retirement incomes adequacy. ...

Financial planning

15 Oct

ASIC shuts down broker and auditor

South Australian finance broker and a Victorian auditor removed from industry after compliance failures....

Superannuation

15 Oct

Professionalism key to SMSF advice

While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...