GEARING

Financial planning

Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...

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Financial planning

One hundred members of the Association of Independently-Owned Financial Planners will be in Vietnam this weekend for the association's two-day annual conference....

Financial planning

The proposed changes to gearing rules in superannuation will open a "can of worms" for investors who use unlisted or DIY gearing in their super funds, said Alpha Structur...

Financial planning

Ed Psaltis explains why there is an increasing appetite for full disclosure of real estate investment trust gearing levels....

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Financial planning

There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...

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Superannuation

As the self-managed super fund industry continues to grow rapidly, Andrew Yee explains how to ensure your clients effectively manage their SMSFs....

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Funds management

It has become difficult to gauge the true extent of gearing for many REITs, which require greater transparency in reporting, PKF chartered accountants has stated....

Financial planning

The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....

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Financial planning

A weaker global banking system is forcing businesses to seek credit elsewhere, which is creating opportunities for private credit internationally and in Australia, accord...

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Funds management

Will Australian real estate investment trusts (A-REITs) outperform their overseas counterparts? ...

Editorial

Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....

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Financial planning

Quantum Group has bridged the gap between financial planners and residential property through the development of a real estate product for self-managed superannuation fun...

Financial planning

The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...

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Editorial

Hit hard by the global financial crisis, the value of infrastructure in portfolios is being questioned by investors, writes Amal Awad....

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Financial planning

Challenger's Dominic Stevens said the group is preparing for a four-fold increase in contact with planners and dealer groups to push its annuity products. Stevens said th...

 

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago