Zoe Fielding

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Financial planning

29 May

Loan to leverage home equity

The NAB has released a lending product designed to allow borrowers to use equity, typically in their home, to create additional income streams through other investments....

Financial planning

26 May

PIS defends advisers over Westpoint

After last week revealing it would consider settling out of court with clients who lost funds in Westpoint’s failed products, Professional Investment Services has deflect...

Policy & Regulation

26 May

Local investments give real returns, but super wins on tax

Superannuation has been confirmed as one of the most tax-effective long-term investment options for high-income earners, while Australian shares and Australian listed pro...

Financial planning

25 May

MLIM funds ‘on hold’ after US staff losses

The loss of Merrill Lynch Investment Management’s (MLIM) North American regional team to another fund manager, and its subsequent replacement by BlackRock, has prompted r...

Funds management

24 May

Emerging markets earn stripes with Ord Minnett

Ord Minnett has launched the latest in a series of structured investment protected equity securities products, a fund that will give investors access to key emerging mark...

Financial planning

23 May

Praemium signs on with software standard

Portfolio administration provider Praemium has announced it will enter into the development effort for a set of standards that was jointly released last week by Coin and ...

Superannuation

22 May

Wealthsure signs SMSF provider

Western Australian-based dealer group Wealthsure has entered into an agreement to use Multiport software in the administration of its clients’ self-managed superannuation...

Financial planning

22 May

Transition plans for Budget super changes questioned

Arrangements for the transition to the new superannuation system proposed in this year’s Federal Budget have come under question as the impact of the changes begins to si...

Financial planning

19 May

PIS considers Westpoint settlements

Professional Investment Services (PIS) is considering whether to settle with clients who lost money in Westpoint’s failed investment schemes rather than face court, acco...

Financial planning

19 May

Advice to shift focus: AMP

AMP expects the focus of financial advice to shift as a result of the proposed changes to superannuation announced in this year’s Federal Budget, but has rejected suggest...