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Financial planning

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Superannuation

The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abr...

Financial planning

Independent wrap provider, Netwealth Investments Limited, has expanded its market presence by adding to its online adviser offerings as well as signing up a number of new...

Financial planning

Banking giant, ANZ has beefed up its presence in the Australian equity market with the launch of Sentinel, its first capital protected equities trust....

Financial planning

Managed Investment Assessments has awarded APN Fund Management’s Property for Income Fund 2 its highest available rating – superior investment....

Financial planning

A Queensland-based private equity company has raised $1.5 million for an agribusiness project in six weeks, and now plans to move into funds management....

Financial planning

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Financial planning

The Association of Financial Advisers is developing a ‘soft skills’ course for advisers in an attempt to help reduce the level of underinsurance in Australia....

Financial planning

A former group reinsurance officer of Zurich Financial Services Australia has been permanently disqualified from employment as a director or senior manager of a general i...

Financial planning

Self-managed superannuation fund balances are booming, according to SMSF provider Multiport, which has found in-specie transfers from assets such as listed shares, commer...

Financial planning

Ipac Securities has signed another financial planning practice through its unique equity partnering program, bringing the number of practices that have joined the financi...

Financial planning

Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...

Funds management

Australian retail investors will soon have the chance to put money into a UK listed hedge fund....

Financial planning

Australia’s shareholder, principles-based approach to corporate governance appears to be generating better outcomes than in other countries such as the United States, acc...

Financial planning

Melbourne research house Managed Investment Assessments predicts Australia’s property boom will end by 2010, warning investors to expect a sharp turndown in the property ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks 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 3 weeks ago

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

1 week 3 days 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 4 days ago

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

2 weeks 1 day ago