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The Federal Government’s 2017 Budget measures on using super for housing underscores the need for advice, and for it to be tax deductible....

Financial planning • 10 May 2017

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....

Financial planning • 10 May 2017

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...

Knowledge Centre • 10 May 2017

Bank executives are unhappy and the Financial Services Council wants substantial consultation around the new Banking Executive Accountability Regime....

Policy & Regulation • 10 May 2017

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. ...

Policy & Regulation • 11 May 2017

The Commonwealth Bank had today announced the appointment of Coen Jonker to the position of group executive international financial services....

Financial planning • 11 May 2017

Consumers could benefit from a one-stop shop for financial disputes, but must have the right to legal representation, Maurice Blackburn Lawyers said....

Financial planning • 11 May 2017

Former BT Magnitude employee, David Murray has been announced as the new chief executive of Sterling Private Wealth....

Financial planning • 11 May 2017

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....

Life/Risk • 11 May 2017

BT Investment Management has recorded a positive half on the back of record inflows....

Funds management • 11 May 2017

Paul Barrett’s AZ Next Generation Advisory has extended its presence to North Queensland via an acquisition transaction with Menico Tuck Parrish....

Financial planning • 11 May 2017

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....

Policy & Regulation • 11 May 2017

AMP Limited’s March quarter cashflows have been impacted by significant changes to the superannuation environment....

Superannuation • 11 May 2017

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....

Financial planning • 11 May 2017

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....

Awards • 11 May 2017

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...

Awards • 11 May 2017

The Australian Bankers Association has accused the Government of policy on the run and of abrogating normal legislative processes....

Financial planning • 11 May 2017

Australian super funds continue to invest far more in deposits and less in bonds than their counterparts abroad, according to Spectrum Asset Management....

Superannuation • 12 May 2017

IMF Bentham has entered into an agreement to fund proceedings by a trustee against Australian Executor Trustees in relation to a forest scheme....

Funds management • 12 May 2017

Self-managed super fund software provider, Class had entered into a partnership with financial advice specialist, Plenty Plus....

Financial planning • 12 May 2017
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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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