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Financial planning

DEXX&R projects the total financial services market will grow by 8 per cent per annum to reach $3,372 billion by December 2021....

Financial planning

Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....

Financial planning

The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...

Superannuation

According to the chief executive of SPAA, Andrea Slattery, ATO figures showing SMSF fees decreasing prove SMSFs are well-positioned to compete with other superannuation s...

Financial planning

Australian companies are lagging most of the world when it comes to sustainability reporting, and the Australian Council of Superannuation Investors is considering naming...

Superannuation

ATO reveals 70 per cent of superannuation fund members hit by ECT problems last financial year would have received refunds under the new regime....

Financial planning

Retail funds grew 4.6 per cent in the March quarter to $510 billion but were still down slightly over a 12-month period, according to Plan For Life data....

Editorial

Like their foreign counterparts, Australian bonds seem to have gone from risk-free return to return-free risk. Matthew Drennan explains why bonds are not the safe haven, ...

Superannuation

According to APRA's superannuation overview for March 2012, total contributions have risen from the March 2011 quarter, although employers are stepping up for members who...

Funds management

Total retail and wholesale funds under management and administration grew 4.8 per cent to $813 billion in the March quarter, according to DEXX&R....

Life/Risk

The 10 biggest life insurers paid out just under $4 billion in claims in 2011 - up 11.4 per cent from 2010, according to research conducted by The Risk Store....

Funds management

Over the past 20 years, Australian shares have outperformed residential investment property and fixed interest, according to the latest Russell Investments/ASX Long-Term ...

Editorial

One of the areas where the cycle of pessimism and optimism offers regular interesting opportunities is listed investment companies, writes Dominic McCormick....

Financial planning

Deloitte's study of the reverse mortgage sector shows reverse mortgages are no longer favoured by financial planners despite the products' increasing growth....

Financial planning

With current market conditions to stay put for a long time to come, forward-thinking employers in the banking and financial services industry are going ahead with hiring ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago