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Financial planning
BT Financial Group’s horror years of the early twenty-first century continue to fade into memory, as the unit delivered a big increase in funds under administration and a...
Financial planning
The median growth-orientated superannuation fund returned -1.5 per cent in April, according to an Intech survey, the lowest one-month result since the median fund returne...
Financial planning
Average crediting rates for superannuation fund members are continuing to recover strongly, according to a survey published by Sydney-based firm, SuperRatings....
Funds management
Macquarie Bank has continued its roll-out of tax-effective products in time for June 30, with a margin loan into property being the latest....
Financial planning
Superannuation fund members have been cautioned against expecting returns to match those of the last few years....
Financial planning
Client demand is driving the increasing popularity of listed investments among advisers, with 83 per cent now using them in client portfolios according to a new survey....
Financial planning
Macquarie Bank will follow AMP into offering a capital-guaranteed exposure to Chinese equities, through the Macquarie Reflexion Trusts to open in June....
Financial planning
Small businesses are most likely to turn to their accountants to gain advice on the new choice of superannuation fund regime, according to a survey conducted by accountin...
Financial planning
Perth-based dealer group Western Pacific has announced plans to set up its first office in Sydney, saying the move would establish a beachhead into the country’s most luc...
Financial planning
Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....
Financial planning
A company’s level of social responsibility has become a bigger factor in the management of AMP Capital Investors’ sustainable and mainstream Australian equity funds, foll...
Editorial
Australia’s second largest independent dealer group, Count Financial, has upgraded its profit guidance on the back of what it has described as continued strong growth in ...
Financial planning
Balanced funds posted their first month of negative returns in March since July last year, on the back of weaker share markets....
Funds management
Property syndicator WRF Securities has claimed the 17.5 per cent return on its just-completed Armidale No.1 Property Syndicate proves that unlisted property is tax-effect...
Funds management
Australian Unity had added to its portfolio of property funds with the launch of a geared property income fund....
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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...