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The Australian Securities and Investments Commission (ASIC) has given the green light to businesses to provide customers with information in digital form....

Financial planning • 30 March 2016

Incorrect advice from a superannuation fund saw a woman renounce her Australian citizenship in an effort to get early access to her super....

Superannuation • 30 March 2016

The latest data from the Australian Bureau of Statistics suggests most Australians have come to terms with retiring after age 65 and mostly relying on their super....

Financial planning • 30 March 2016

Accountants may well have been acting rationally in not rushing to the new licensing regime, according to Premium Wealth Management’s Paul Harding-Davis....

Accounting • 30 March 2016

CMH Financial Group is under an enforceable undertaking after ASIC found the firm to be giving SMSF advice that was not in their clients’ best interest....

Superannuation • 30 March 2016

Australia and New Zealand Banking Group (ANZ) is refunding $5 million to basic account holders for incorrect late payment and over limit fees. ...

Policy & Regulation • 31 March 2016

Competition is fundamental to the new economy and the door is open for reforms to ensure the Australian financial markets are world leading, says Morrison....

Funds management • 31 March 2016

Australian small caps are defying the volatile market conditions and could provide fund managers with opportunities, Lonsec reveals....

Funds management • 31 March 2016

In a world where prospects for growth remain subdued do global smaller companies offer investors greater investment opportunities?...

Knowledge Centre • 31 March 2016

To strengthen existing fundamental equity and active fixed income teams, State Street has agreed to acquire GE Asset Management....

People & Products • 31 March 2016

A purpose-built, client focused package could signal major turning point for the international and Australian industry, says CEO Nic Pollock. ...

Financial planning • 31 March 2016

Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....

Financial planning • 31 March 2016

A leading fixed interest research and analysis firm, BondAdviser kicks off a new fixed income managed portfolio that features Exchange Traded Bond units (XTBs). ...

Funds management • 1 April 2016

ASIC has secured orders restraining a property developer from promoting an “investment proposal”, which sought to counsel investor to breach the ASIC Act....

Financial planning • 1 April 2016

The FPA has launched a national campaign backing the value of the Certified Financial Planning designation. ...

Financial planning • 1 April 2016

Equip Super declares it has not been able to reduce the number of elected board members to allow for two independent directors as a result of an APRA approval delay....

Superannuation • 1 April 2016

Digital disruption will compel accountants away from ‘hackwork” and towards financial planning, according to CPA, Greg Holman....

Accounting • 1 April 2016

Trio Capital’s direct and SMSF investors not covered by the SIS Act will not be further compensated by the Government....

Financial planning • 1 April 2016

After an ugly start to 2016 global equity markets are set to benefit from a “good” market correction, Columbia Threadneedle, global chief investments officer, Colin Moore...

Funds management • 4 April 2016

Global index provider, FTSE Russell, will launch a new index representing the 50 largest companies listed of the Chinese and Hong Kong stock exchanges....

Funds management • 4 April 2016
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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’...

1 week 5 days ago

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

1 month 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 1 week ago

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

5 days 9 hours 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 1 day 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 1 day ago
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