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To help restore the Budget, provide greater tax certainty, and improve the country’s economic competitiveness a key tax measure has passed through the Parliament....

Policy & Regulation • 22 June 2015

The FPA’s national roadshow on retirement planning and best interest duty attracted almost 3000 registrations, with two shows remaining. ...

Financial planning • 22 June 2015

Property investors are forecasting that non-residential assets will outperform the equities market over the coming 12 to 24 months, the API reveals....

Life/Risk • 22 June 2015

Active management is sold on the basis of past performance and not bought by investors according to an indices provider executive....

Funds management • 22 June 2015

Australia’s largest industry fund has added its voice to calls to limit super tax concessions to eliminate scope for estate planning....

Superannuation • 22 June 2015

ASIC has lost a legal action to penalise Mariner and past and current directors relating to a proposed takeover offer for Austock....

Policy & Regulation • 22 June 2015

The States are adding costs to deferred lifetime annuities by imposing ambiguous and uncertain stamp duty rules....

Superannuation • 22 June 2015

IOOF seeks to rebuff newspaper allegations and points to ongoing legal disputation with a former employee....

Financial planning • 22 June 2015

Traditional wealth management firms may be lagging behind their upstart rivals in client service, particularly in servicing the digital demands of today’s customers....

Knowledge Centre • 22 June 2015

Investors need to let go of traditional asset allocation if they are to capture yield they need in retirement, Principal Global Investors believes....

Funds management • 23 June 2015

It seems small businesses are responding to the Federal Budget’s stimulus with spending at a record high in May since 2012....

Financial planning • 23 June 2015

Mortgage lenders are likely to pull the plug on interest only loans in response to warning from APRA about the need to slow investor credit growth....

Life/Risk • 23 June 2015

Almost half of Australian households would have enough income to last them only three months or less if the main income earner were to lose their job. ...

Financial planning • 23 June 2015

Large scale asset managers have not added to financial instability but weathered the financial crisis well according to ASIC and IOSCO chair, Greg Medcraft....

Funds management • 23 June 2015

The length of time taken to transition to new hybrid remuneration structures remains the last major issue to be resolved resulting from the Trowbridge Report....

Life/Risk • 23 June 2015

Is CPA Australia’s financial planning venture an assertive move to lift industry standards or an act of post-exemption self-preservation?...

Editorial • 24 June 2015

Assuming the Budget's asset test changes pass through the Senate advisers and their clients will have until 2017 to change their strategy, if their account-based pension ...

Financial planning • 24 June 2015

Creditors have voted unanimously in favour of liquidating four of the 10 BBY companies, with two to be dealt with under a Deed of Company Arrangement. ...

Funds management • 24 June 2015

Proprietary models are the view of investment managers when it comes to looking at the transparency of smart beta ETFs. ...

Funds management • 24 June 2015

Australia’s labour market is transforming, with net hiring intentions remaining strong in financial services and insurance, counter balancing a dip in mining and resource...

Financial planning • 24 June 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 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 3 days ago
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