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Cardena Private Wealth has announced the appointment of Tom McDonald as a partner of the boutique wealth management and advisory firm....

People & Products • 2 July 2019

Ausbil Investment Management has announced the appointment of Vicki Gemisis as chief financial officer....

People & Products • 2 July 2019

State Super has announced it has awarded a large Australian equity income mandate to Omega Global Investors....

Superannuation • 2 July 2019

Investec Australia Property Fund has announced the appointment of Georgina Lynch as its new independent non-executive director of its responsible entity....

People & Products • 2 July 2019

Atrium Investment Management has lowered the management cost of the MAPS Diversified Opportunities Portfolios....

Funds management • 2 July 2019

Reverse mortgage specialist, Heartland Group, has looked to underpin expected growth into the sector with an extended funding facility....

Funds management • 2 July 2019

Xplore Wealth has launched a wrap platform for discretionary investments, superannuation and pension money, the first in a series of planned products for the firm....

People & Products • 2 July 2019

SuperConcepts has launched a campaign for Parliament to enshrine the objective of the super system, calling for both a legislated definition and a mechanism to ensure it’...

Superannuation • 2 July 2019

The degree of commercial pain being felt by financial planning dealer groups has been laid bare in the documentation surrounding the CountPlus acquisition of Count Financ...

Financial planning • 2 July 2019

Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....

People & Products • 2 July 2019

The Reserve Bank of Australia has cut rates by a further 25bps, causing the cash rate to fall to a record low of one per cent. ...

Policy & Regulation • 2 July 2019

Hospitality industry funds Hostplus and Club Super have announced merger discussions....

Superannuation • 2 July 2019

Victoria’s new stamp duty laws will drive up costs for unlisted wholesale and retail property funds sector, according to the Property Funds Association....

Funds management • 3 July 2019

The funds that have incorporated responsible investing principles outperformed most mainstream Australian and international peers, according to a report by the Responsibl...

Funds management • 3 July 2019

FinClear has partnered with Shadforth Financial Group to deliver trading, clearing and settlement services, as well as its TradeCentre front-end technology....

Funds management • 3 July 2019

Australians are losing $6.5 billion on unnecessary costs such as fees and subscriptions, prompting Rest to encourage them to check their bank and superannuation statement...

Financial planning • 3 July 2019

Class has announced it has signed wealth accounting group Findex to provide trust accounting for family office clients....

Financial planning • 3 July 2019

KPMG has appointed Pauline Blight-Johnston as life insurance sector lead partner in its actuarial and financial risk practice....

People & Products • 3 July 2019

Technical expert, Rob Lavery believes the 1 July changes allowing catch-up contributions have opened the way for astute tax management strategies....

Financial planning • 3 July 2019

The Tax Practitioner’s Board has issued a warning that people who use unregistered tax agents do not receive safe harbour protections when things go wrong....

Policy & Regulation • 3 July 2019
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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So we are now underwriting criminal scams?...

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

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