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Funds management
Deutsche Funds Management has joined the first wave of hedge fund providers to offer a product to retail investors, with a new fund to be distributed through master trust...
Superannuation
A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...
Financial planning
"No, but we have a dealership agreement with planners which sets out business between us as the dealer group and our proper authority holders....
Policy & Regulation
With any strategy or transaction undertaken by a financial adviser on behalf of a client, consideration must be given to the anti-avoidance rules of the Income Tax Assess...
Financial planning
A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...
Financial planning
There is no computer software that can make you ‘get rich quick’, so don’t be fooled by sales hype and inflated claims, says Director of the Australian Securities and Inv...
Funds management
Deutsche Funds Management has joined the first wave of hedge fund providers to offer a product to retail investors with a new fund to be distributed through master trusts...
Funds management
Deutsche Funds Management has joined the first wave of hedge fund providers to offer a product to retail investors with a new fund to be distributed through master trusts...
Financial planning
Research house Assirt is to add a stock market research arm to its operations after the purchase of an interest in LM Equities Research from Leodaritsis Morgan Holdings (...
Financial planning
Details have emerged of a $600,000 fraud in AMP Asset Management’s Melbourne office. Last December, Financial Synergy found a $200,000 anomaly in its Top Quartile Superan...
Financial planning
Most dealers make every effort to comply with both the spirit and the requirements of the law. The smartest ones seek to use their compliance behaviour as a competitive a...
Financial planning
Distribution is the top priority in a plan to recover AXA’s Australia market position, group chief executive Les Owen, told the company’s AGM in Melbourne....
Financial planning
After much deliberation, the Senate passed the member/ trustee laws late last year which have significanrt ramifications for self managed super funds (SMSF). The March 31...
Financial planning
Long standing RetireInvest director Peter Townshend has relinquished his seat on the RetireInvest board to concentrate on his own solicitor’s practice....
Financial planning
Seminars can be the simplest way of marketing your practice to prospective clients, but you need to plan them carefully to get the best results. Jason Spits reports. For...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...