An additional 15 per cent tax will be applied to taxable death benefits if the benefits are paid to non-tax dependents, says the SMSF Alliance....

High-yield bonds held up relatively well in the first quarter of 2018 compared with losses in other parts of the fixed-income market, according to Eaton Vance....

The Australian Banking Association has welcomed the Federal Government’s decision to create a national register of power of attorney orders, but says that more is needed ...

CountPlus has finalised a new agreement with leading Xero Limited, under which all existing member firms will now gain access to Xero cloud software....

More than 400 Dover Financial Services advisers face an uncertain future amid confirmation of cancellation of the firm’s Australian Financial Services License and consequ...

The Association of Financial Advisers is arguing that advisers who will be aged 55 or over as at 31 December, 2023 should not have to climb the same education mountain as...

AMP Limited has appointed John O’Sullivan as a non-executive director. ...

Globally-oriented fund managers deliver better performance across the Australian fixed income sector, but with higher risk, according to Zenith Investment Partners....

Wilsons Advisory and Stockbroking Limited has been fined $35,000 for infringing the Australian Securities and Investments Commission’s Market Integrity Rules. ...

Tribeca has announced that its management has acquired the interest of Grant Samuel Funds Management in Tribeca Investment Partners....

Paul Clitheroe’s InvestSmart has moved to acquire term deposit platform, the Term Deposit Shop....

The Australian Securities and Investments Commission has issued a warning to licensees on the need to undertake appropriate due diligence when appointing advisers “who ha...

Fitzpatricks Private Wealth has chosen HUB24 to deliver a managed portfolio solution and a new admin solution....

QMV has appointed Wendy Colaço as principal consultant following an expansion into the Sydney market. ...

Martin Currie, an affiliate of Legg Mason, has appointed Julian Ide as its new head of distribution and strategy....

Research from Roy Morgan breaks down the diversity of businesses when it comes to decision makers and their needs in banking and finance. ...

While client referrals remain the biggest means of acquisition, wealth managers need to broaden their focus to beat the market, says GlobalData....

The Opposition’s proposed negative gearing reforms could adversely impact some geographic areas more than others if a blanket approach is taken towards their implementati...

Responsibility for the administration and early release of superannuation on compassionate grounds has been transferred to the Australian Taxation Office. ...

For long-term global equity investors, 2017 was the sixth year in a row in which the asset class delivered a positive return, according to Morningstar’s Sector Wrap-Up....