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COLONIAL FIRST STATE
Superannuation
Superannuation fund industry representatives are expressing concern as funds face outflows of more than $60 billion as a result of the Government’s three-month extension ...
Financial planning
Global private equity player KKR is about to pick up 55% of Colonial First State from the Commonwealth Bank and, as Mike Taylor writes, it resolves a lot of challenges fo...
Financial planning
Financial planning and accounting group, CountPlus has received confirmation from the Commonwealth Bank that 35.85% of the company registered to Colonial First State do n...
Superannuation
The corporate watchdog allege Colonial First State Investments Limited sent misleading or deceptive communications to members of the FirstChoice Fund....
Financial planning
Colonial First State has announced fee reductions on the back of a program which will see the removal of grandfathered conflicted remuneration and insurance-related advis...
Features
Mike Taylor writes that the transition of Count Financial advice practices to a user-pays model has starkly revealed the degree to which the end to grandfathering has als...
Superannuation
The former Howard Government never went far enough on superannuation choice in 2005 and the Government should not baulk at addressing the problem this year, according to ...
Funds management
The exclusive retail distribution deal between Acadian and Asset Management and Colonial First State ended on 31 December, a week later Acadian announced it had recruited...
Financial planning
Colonial First State has flagged eliminating all grandfathered remuneration from mid-2020....
Funds management
The exclusive retail distribution arrangement will conclude at the end of the year which has been in place since 2005....
People & Products
Bryce Quirk will replace the role previously held by Peter Chun, in the recently renamed CFS Advice Relationships department....
Tools & guides
Linda Bruce looks at receiving income jointly as co-owners of an investment and its impact on assessable income....
Funds management
Colonial First State has announced an expansion of its strategic alliance partnership with global investment management firm Baillie Gifford with the launch of the Bailli...
Financial planning
Advisers receiving Adviser Service Fees via Colonial First State’s superannuation funds are facing an early cut-off unless clients specifically opt in....
People & Products
Melinda He has been appointed as manager – liquid assets to assist with the equity, fixed income and liquids alternatives side of the portfolio....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...