Holding insurance inside superannuation can be a tax-effective avenue due to the range of concessions available when making super contributions, Fabian Bussoletti writes....
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 ...
ASIC suspends lapsed licence of name changing FX provider...
The final recommendations of the Trowbridge Report have been delivered and it seems that painful change has become unavoidable for risk advisers....
Advisers are increasingly drawn towards the outcomes-based, income layering approach with retirees, as clients find it easy to understand, John Carnevale writes....
Asset managers should adapt an objective-based approach for clients in retirement rather than a benchmark-relative approach, an asset allocation head believes....
Aururo Funds Limited has recruited Philo Capital head of sales, Stephen Karrasch, as its new head of distribution....
Chris Condon and Emmanuel Calligeris have joined Findex Group’s investment committee that mandates approved investment products....
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....
Hyperion Asset Management closes its institutional business to new inflows, citing capacity issues....
Madison Financial Group joins the chorus of life/risk firms strongly critical of the Trowbridge recommendations and urging closer analysis....
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....
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. ...
Commercial and residential property represent the primary destinations for money borrowed within super, according to a new survey conducted by Money Management. ...
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...
Even those accountants with a heavy focus on self-managed superannuation funds are exhibiting little urgency where the new limited licensing regime is concerned....
Former super structures have allowed Australians to accumulate very high super fund balances through large contributions and transfers of assets turned into superannuatio...
A new partnership between Perpetual Private and legal firm, The Fold, aims to provide licensing support to independent accounting practices before the Accountants’ Exempt...
A new survey has revealed solid support for making access to superannuation lump sums limited and conditional....
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....
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...