MASTER TRUSTS
Superannuation
Self managed superannuation funds (SMSF) are likely to overtake corporate funds in terms of amount under management in the next 18 months, according to Connelly Temple Te...
Financial planning
There is no doubt that the past decade has been buoyant times for retail financial services industry participants, many of whom have filled their own coffers to the brim....
Financial planning
There is no doubt that the past decade has been buoyant times for retail financial services industry participants, many of whom have filled their own coffers to the brim....
Financial planning
New master trust regulations have trapped its first victim after financial planning group Chapel Road was forced to switch master trusts before regulations come in to for...
Financial planning
AMP’s giant master trust business has regained its crown at the top of the master trust inflow ladder....
Financial planning
Probably the biggest trend in financial planning circles over the past two years has been the plethora of dealer groups, master trusts and investment groups offering advi...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has set up a master trust service for its member groups. ...
Life/Risk
Financial planning groups are lining up to launch their own risk insurance master trusts. ...
Financial planning
Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...
Financial planning
Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...
Financial planning
There are now more than 120 different master trusts on offer in Australia. Some think this number will grow, others say it will shrink to less than 10.<B> Simon Segal</B>...
Financial planning
In light of changing legislation and new policies from regulators, the industry is re-evolving in the areas of master trust and wrap accounts. Richard Shermon explains ho...
Financial planning
Towers Perrin has been awarded the largest outsourcing deal in Australia’s corporate superannuation history....
Financial planning
Portfolio Partners is to incorporate locally sourced hybrid fixed interest products in its Premier Fixed Interest trust launched today....
Financial planning
Towers Perrin has been awarded the largest outsourcing deal in Australia’s corpo-rate superannuation history....
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MARKET INSIGHTS
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...