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Financial planning
DOMINIC McCormick’s recent column (Money Management, Dec 11, p15) predicts disappointment for those investing in the raft of new listed investment companies (LICs) coming...
Financial planning
Praemium Portfolio Services and CARM GPS have agreed to integrate their respective business platforms, to streamline and industrialise sales and business processes for fi...
Financial planning
Estate Planning Professionals of Australia (EPP) has introduced a new platform into the market aiming to combat administration issues for estate planning with reduced cos...
Financial planning
As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...
Financial planning
Financial advisers are facing a potential capital gains tax (CGT) hit in transitioning to the new Financial Services Reform (FSR) regime that has the potential to cost th...
Editorial
Some advisers have successfully recommended direct equities. But Rob Keavney argues that for most, the difficulties involved will swamp the perceived benefits....
Financial planning
The Canadian managed fund market has been blazing a trail in its take-up of fund-of-funds vehicles, with a three year asset capital annualised growth rate of 15 per cent....
Financial planning
Credit Suisse Asset Management (CSAM) has launched a first in the Australian investment market place - an international shares fund allowing investors to choose a preferr...
Funds management
Investment adviser Strategic Capital Management (SCM) is urging a cautious approach by investors considering exiting listed property trusts (LPTs), arguing that their rec...
Financial planning
Warrants may be suitable for a variety of investors – from high income earners to non-residents and long-term investors. Nathalie Bouquet considers the benefits....
Financial planning
The financial planning industry is expecting a rush of applications for licenses under the new Financial Services Reform Act (FSRA) after the announcement of special capi...
Financial planning
Managed accounts can deliver the benefits of managed funds without the complications, says Stephen Robertson....
Financial planning
Managed accounts can provide investors with directly held shares while boosting their tax positon, and as Martin Crabb writes, they do so much better than regular managed...
Financial planning
A Melbourne-based portfolio administration service plans to launch a virtual self- managed account option for investors by March....
Policy & Regulation
The Sealcorp owned master trust and wrap platform, Asgard, has added a range of untaxed trusts to the list of investment options it offers superannuation clients....
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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...