The Federal Government’s 2017 Budget measures on using super for housing underscores the need for advice, and for it to be tax deductible....
The Budget measure allowing people aged over 65 to downsize their home and contribute an extra $300,000 to super has provided scope for new planning strategies....
CommInsure’s Back to Wellness program continues to gain industry recognition, taking out the AFA 'Risk Product Innovation Award' and recognised as highly commended at the...
Bank executives are unhappy and the Financial Services Council wants substantial consultation around the new Banking Executive Accountability Regime....
Significant policy changes laid out in the 2017 Federal Budget which affect Australia’s fintech sector have been met with approval by the industry body. ...
The Commonwealth Bank had today announced the appointment of Coen Jonker to the position of group executive international financial services....
Consumers could benefit from a one-stop shop for financial disputes, but must have the right to legal representation, Maurice Blackburn Lawyers said....
Former BT Magnitude employee, David Murray has been announced as the new chief executive of Sterling Private Wealth....
The Government has left the door open to consider a more comprehensive approach in allowing seniors to use the equity in their homes, Homesafe Solutions believes....
BT Investment Management has recorded a positive half on the back of record inflows....
Paul Barrett’s AZ Next Generation Advisory has extended its presence to North Queensland via an acquisition transaction with Menico Tuck Parrish....
The major banks still don’t know precisely how the Government’s new bank levy will work but most are claiming it will be shareholders and customers who ultimately pay....
AMP Limited’s March quarter cashflows have been impacted by significant changes to the superannuation environment....
Demand for risk clients remained high from financial planners despite LIF, and most of the demand was for book sizes of $150,000 to $500,000....
Hyperion Asset Management famously ended Schroder’s run of winning the coveted Overall Fund Manager of the Year award four years in a row in 2013....
UBS Asset Management won Money Management Overall Fund Manager of the Year in 2002 and 2003. Now, Bryce Doherty believes the superannuation system holds significant oppor...
The Australian Bankers Association has accused the Government of policy on the run and of abrogating normal legislative processes....
Australian super funds continue to invest far more in deposits and less in bonds than their counterparts abroad, according to Spectrum Asset Management....
IMF Bentham has entered into an agreement to fund proceedings by a trustee against Australian Executor Trustees in relation to a forest scheme....
Self-managed super fund software provider, Class had entered into a partnership with financial advice specialist, Plenty Plus....
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...