fixed interest

Financial planning

Select adds advisory panel to investment committee

Select advisory panel to assist in validating the investment committee's ideas or providing views contrary to its own....

Editorial

Are cash and bonds really the safest investment options?

How safe are cash and bonds? Dominic McCormick examines the state of these asset classes and whether the perception that they are investment safe havens is accurate....

Financial planning

Colonial First State drops Avanteos brand

As part of the rebranding it has renamed the Avanteos platform....

Financial planning

Fixed Interest (Diversified): Cash is king for Schroders

The diversified fixed interest sector was this year characterised by an historically wide divergence in returns across its universe, which in turn drove the investment st...

Superannuation

Dangers still lurk when borrowing in SMSFs

There are still a number of legal issues that need to be resolved by the ATO and Treasury in relation to borrowing within SMSFs, and these grey areas represent a potentia...

Financial planning

Looking for share investment advice in all the wrong places

There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....

Financial planning

Sequal moves to fix break fee disclosure

Partly in response to pressure for changes to the disclosure of fixed rate break fees in equity release/reverse mortgage PDSs, the Senior Australians Equity Release Assoc...

Financial planning

Instilling debt discipline for generations to come

Financial planners have a ready audience in Generation Y, reports AMLIKA LAL....

Financial planning

Surveying the fallout from the market meltdown

The expectations of many investors have proven surprisingly resilient in the wake of recent financial turmoil, according to Brillient!’s survey from the PortfolioConstruc...

Financial planning

Year end tax strategies - There will never be a better time

With the end of the financial year fast approaching, Tim Sanderson discusses some of the strategies available to clients in the lead up to June 30....

Financial planning

Regulator bar being lifted on planners

The Australian Securities and Investments Commission issues none too subtle warning to advisers that they need to lift their game on investment choices....