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News by this author
Bullish outlook for equities has sparked interest in tailored structured products, according to Instreet Investment Management managing director, George Lucas. ...
According to Mercer, if Treasury’s tax expenditure requirements continue to be used to dictate superannuation policy, the security of Australians’ retirement savings coul...
A survey of mostly industry fund executives and trustees reveals reluctance to see change to super....
ETF usage in model portfolios is exploding, with OneVue noticing that ETF investment on its unified managed account platform has more than tripled over the last nine mont...
Depoliticising super is a step in the right direction, according to SPAA CEO Andrea Slattery....
Even if an application made to the ATO is successful, the associated costs can significantly reduce the net proceeds the taxpayer receives - which can lead to unfair outc...
SMSF administrator BGL has partnered with fund managers Aberdeen and Schroders to automate the collection of contract notes for purchases of managed funds....
Zurich has appointed Philip Anderson as chief underwriting officer, life and investment, Australia....
Ascalon Capital Managers has appointed Robert Lance as head of Australia. ...
Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....
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...