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Holding insurance inside superannuation can be a tax-effective avenue due to the range of concessions available when making super contributions, Fabian Bussoletti writes....

Tools & guides • 2 April 2015

Property group, Charter Hall, has set up a new retail partnership to purchase a Sydney shopping centre, following its $39.9 million post-tax profit for the six months to ...

Life/Risk • 2 April 2015

ASIC suspends lapsed licence of name changing FX provider...

Funds management • 2 April 2015

The final recommendations of the Trowbridge Report have been delivered and it seems that painful change has become unavoidable for risk advisers....

Editorial • 2 April 2015

Advisers are increasingly drawn towards the outcomes-based, income layering approach with retirees, as clients find it easy to understand, John Carnevale writes....

Tools & guides • 2 April 2015

Asset managers should adapt an objective-based approach for clients in retirement rather than a benchmark-relative approach, an asset allocation head believes....

Superannuation • 2 April 2015

Aururo Funds Limited has recruited Philo Capital head of sales, Stephen Karrasch, as its new head of distribution....

People & Products • 2 April 2015

Chris Condon and Emmanuel Calligeris have joined Findex Group’s investment committee that mandates approved investment products....

People & Products • 2 April 2015

Mid-tier funds management, planning and accounting firms are being examined by US private equity firms looking for opportunities to buy in to the local market....

Funds management • 2 April 2015

Hyperion Asset Management closes its institutional business to new inflows, citing capacity issues....

Funds management • 2 April 2015

Madison Financial Group joins the chorus of life/risk firms strongly critical of the Trowbridge recommendations and urging closer analysis....

Life/Risk • 2 April 2015

A member of the Trowbridge working group has claimed its mandate was changed within its last weeks despite the objections of those representing the AFA....

Financial planning • 2 April 2015

Outsider normally avoids public transport believing that a man of his girth and advancing years is better served travelling in a taxi than a charabanc or train. ...

Outsider • 3 April 2015

Commercial and residential property represent the primary destinations for money borrowed within super, according to a new survey conducted by Money Management. ...

Superannuation • 7 April 2015

Most accountants and financial advisers would be prepared to establish a self-managed superannuation fund (SMSF) with as little as $100,000 to $200,000, according to a su...

Superannuation • 7 April 2015

Even those accountants with a heavy focus on self-managed superannuation funds are exhibiting little urgency where the new limited licensing regime is concerned....

Superannuation • 7 April 2015

Former super structures have allowed Australians to accumulate very high super fund balances through large contributions and transfers of assets turned into superannuatio...

Superannuation • 7 April 2015

A new partnership between Perpetual Private and legal firm, The Fold, aims to provide licensing support to independent accounting practices before the Accountants’ Exempt...

Accounting • 7 April 2015

A new survey has revealed solid support for making access to superannuation lump sums limited and conditional....

Superannuation • 7 April 2015

Advisers should not be giving away up-front advice work for free and should charge $5000-$10,000 as a starting point, a financial adviser consultant believes....

Financial planning • 7 April 2015
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 4 days ago
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