GEARING

Editorial

I must readily concede a key point made in the responses to my article on hedge funds (Money Management, May 24). The article dealt with only certain types of funds and c...

Financial planning

Financial planners face a paradox with gearing as using it to boost a client’s overall returns increases risk....

Financial planning

It is important that financial planners and their clients research the products or shares they are negatively gearing before signing on the dotted line....

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Editorial

As the push into defensive assets continues while markets head south, neglected asset classes continue to attract more of the spotlight. However Rob Keavney argues not al...

Financial planning

As the nation fast approaches the end of another financial year, superannuation maintains its prime place as a popular tool for creating a tax effective year end strategi...

Policy & Regulation

While it may appear complex and out of reach for some investors margin lending for holds some positive tax benefits. David Shirlow examines how planners and investors can...

Financial planning

Gearing for investment can cover a range of products and strategies. Paul van Rooyen examines gearing in home equity and margin lending as part of a wealth creation strat...

Financial planning

The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...

Superannuation

Superannuation is still one of the best ways of saving, with the most attractive tax options, says Morrows director superannuation services Murray Wyatt....

Financial planning

Many are viewed as being vulnerable. Or the weak link of the financial planning industry. However, for many younger practices in the running for podium standing, being th...

Financial planning

The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...

Financial planning

No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...

Financial planning

Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...

Financial planning

Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....

Financial planning

No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

5 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

6 days 2 hours ago