MACQUARIE
Financial planning
Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...
Financial planning
The Australian Tax Office has handed down its first ever product ruling to the Macquarie banking group for its Macquarie Instalments IMC series, confirming the group’s de...
Financial planning
The past year’s tax agenda has been characterised by the ATO’s focus on tax effective schemes and unfair loopholes. FIONA MOORE reports on some of the year’s stand out ta...
Financial planning
Product innovation and demographic change is making margin lending products more attractive to a wider audience. SUE WEBSTER reports on the push of margin lending into th...
Superannuation
What are the differences between self-managed super funds, small APRA funds and a master trust, and what type of clients suit them? KATE KACHOR reports on what to look ou...
Editorial
The Macquarie Bank group has announced a small increase of three per cent, for the year to the end of March 2002 but has suffered a modest loss within its Financial Servi...
Financial planning
Margin lending has continued to grab the interest and attention of the financial services industry with JDV announcing the rollout of a margin lending back office allianc...
Financial planning
The Assirt Research house is preparing to make radical changes to the way it measures managed fund inflows in an effort to more closely track the burgeoning flow of funds...
Financial planning
Macquarie Private Bank has continued its focus on growing its presence in the private clients market with the expansion of its senior advisory team....
Funds management
Macquarie has launched an Australian equities product as part of its True Index product range....
Financial planning
Former JB Were private client adviser, partner and deputy manager Robert Fiani has joined the Macquarie Bank team as a director of Macquarie Financial Services....
Financial planning
The Macquarie Bank is preparing to take on the Australian Tax Office (ATO) in court in a bid to reverse the tax office’s decision to disallow tax deductions for so-called...
Financial planning
Macquarie Private Bank, a division of Macquarie Financial Services, has set its focus on growth with the expansion of its senior team....
Financial planning
Macquarie Bank will be launching a new lending option fund aimed at the retail market....
Financial planning
One of Australia’s largest master trusts, Asgard, has dumped 16 funds offered by nine different fund managers from its investment menu as part of its latest revamp of the...
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Podcast
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...