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Funds management

12 Mar

Elders confirms ATO, FIRB backing for Santanol

Elders has assured growers in its Sandalwood Scheme there is “no alternative proposal” to the Santanol offer....

Life/Risk

12 Mar

Risk sales continue upward trend

The pattern of year-on-year growth for risk sales has been repeated in 2012, according to DEXX&R....

Superannuation

12 Mar

Pension problems and an SMSF’s tax exemption

With a growing number of SMSFs drawing income streams, failure to meet the minimum pension obligations within a financial year could deny a fund all or some of its tax ex...

Funds management

11 Mar

Hamilton ups ante on WA Sandalwood MISs

Hamilton Securities is continuing its push to contest the sale of sandalwood plantations currently managed by Elders....

Superannuation

11 Mar

SMSF sector now too big for the regulators to ignore – or let fail

Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....

Financial planning

11 Mar

Education the key to engagement: Lombardo

For clients to be fully engaged with their financial affairs they must have enough knowledge to understand what’s happening and why, says business mentor Dean Lombardo....

People & Products

11 Mar

Executive changes expected at Partners Group

Partners Group plans to make a number of changes to its executive management and board of directors in line with increased scale in its global investment, client and corp...

Financial planning

11 Mar

IFAs the main source of advice for super fund members

New survey suggests non-aligned financial planners are the primary source of advice for super fund members....

Financial planning

11 Mar

EQT claims Trust Company personal client business 'underperforming'

Equity Trustees writes to Trust Company shareholders claiming the company’s private client business has been underperforming....

Financial planning

11 Mar

ASIC paper ‘ahead of the curve’: IMAP

The Institute of Managed Account Providers (IMAP) chair Toby Potter says the regulator’s proposed guidance on managed discretionary accounts (MDAs) recognises their impor...