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Superannuation
Martin Murden has criticised the lack of representation for SMSFs on the super review committee, and says self-funded retirees could suffer from potential changes....
Financial planning
Mariner Financial's board has two new directors, while Bill Ireland has stepped down as chairman. The appointments mark the next step in Mariner's strategy to move away f...
Superannuation
MARTIN MURDEN removes some of the uncertainty surrounding superannuants' eligibility to draw on their super....
Financial planning
Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...
Financial planning
Oasis Asset Management to replace Avanteos for superannuation and IDPS products, while also shifting custodian responsibility to HSBC....
Financial planning
Programs will bridge gap between technical expertise and client relationships....
People & Products
Expands Sydney office, responsible for developing strategic business advice and tax....
Financial planning
Structuring management fees so there are high upfront fees and inadequate ongoing fees has been the key to the failure of many tax-driven primary production managed inves...
Financial planning
More than half of all financial services hiring managers have put a freeze on appointments....
Financial planning
Australian super fund trustees should prepare for a flood of new regulation out of the US in the wake of the financial crisis....
Life/Risk
Broker pleaded guilty to one count of dishonesty and two counts of engaging in dishonest conduct....
Funds management
The management team of Great Southern Funds Management have put an offer to Ferrier Hodgson to regain control of the company they originally founded, which would be known...
Financial planning
Former property developer and mortgage broker has pleaded not guilty to charges of obtaining investors' funds through misleading statements and misappropriating funds....
Financial planning
A number of financial services companies, including advice firms, could have to review their employee share options for next year in line with the Federal Budget provisio...
Financial planning
Many advisers that were licensed to sell Great Southern products were in fact accountants that were licensed solely by the agribusiness company, according to Ferguson Bet...
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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...