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A joint venture between three Tasmanian financial services firms – Quadrant Superannuation, Connect Financial Planning and Perpetual Trustees Tasmania - has seen the laun...
INDUSTRY NEWS
After making a name for itself as an indexing specialist, Vanguard Investments has shifted its focus from the wholesale market to financial planning with the launch of th...
INDUSTRY NEWS
The Australian Taxation Office (ATO) has threatened to prosecute the Australian based agent of an offshore group after it discovered the group arranging to give Australia...
INDUSTRY NEWS
If their phenomenal level of growth is anything to go by, non-super master trusts appear destined to become the dominant investment vehicle in Australia. GEORGE LIONDIS r...
INDUSTRY NEWS
The Australian Tax Office (ATO) has acted to crack down on scheme promoters offering to give individuals early access to their superannuation savings....
INDUSTRY NEWS
NRMA Financial Management plans to double its funds under management to $2.4 billion in the next two years with the help from the group’s retiree market push, ClearView R...
INDUSTRY NEWS
Public offer superannuation has long been considered within the realm of retail financial services and packaged alongside a raft of other financial services and advice in...
INDUSTRY NEWS
Rothschild Australia Asset Management (RAAM) has added an ethical share investment option to its flagship retail superannuation product, the Five Arrows Retirement Fund....
INDUSTRY NEWS
The majority of Australians will face an unexpectedly bleak future in retirement if they rely solely on the current superannuation system to generate their retirement inc...
INDUSTRY NEWS
Superannuation is not the sole answer to the issues surrounding Australia’s retirement incomes policy according to ING Financial Planning’s technical strategy manager Lou...
INDUSTRY NEWS
The New Zealand Government has decided to use $1 million of taxpayers' money to promote its multi-billion super fund....
INDUSTRY NEWS
It is with anticipation and some trepidation that the financial services industry greets the upcoming election as both parties have pushed superannuation onto the electio...
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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...