PROPERTY
Financial planning
A former Mawson Securities adviser who allegedly defrauded the Queensland company of nearly $500,000 is one of three separate fraudsters to be set upon by the Australian...
Funds management
The Financial Planning Association is sticking to its position that real estate agents should be regulated by a separate regime that picks up the best elements of Financi...
Financial planning
Absolute return fund manager HFA Asset Management has attracted over four times as much money into the second instalment of its capital protected ‘Octane’ fund of funds a...
Policy & Regulation
Australians are likely to make errors in their tax returns and miss out on deductions, with omission of interest and failure to claim for depreciation on investment prope...
Financial planning
Australian equities bounced back in May, regaining most of what they lost in April and keeping the S&P/ASX 300 above 20 per cent for the financial year to date....
Funds management
ING Investment Management has appointed Justin Blaess as listed property and infrastructure director, effective from today....
Funds management
Financial advisers are being encouraged to reassess their typically low allocations to direct property following the release of research which highlights the importance o...
Funds management
BT Financial Group has reduced the US exposure in its retail global property fund from 100 per cent to 69 per cent, opening up to European and Asian markets as they in tu...
Financial planning
Diversifying into international property would have delivered Australian investors five times the return for half the risk compared to an all-domestic portfolio during th...
Financial planning
Colonial First State has outsourced half of the listed property trust portfolio in its balanced fund to Pengana Capital....
Financial planning
A new listed property security debuts on the Australian Stock Exchange this morning, with Charter Hall Group taking its property trust and attached management company to ...
Financial planning
Concern that in-house products were too heavily represented on Citigroup Asset Management’s corporate super master trust has prompted the fund manager to appoint the spec...
Financial planning
In a pre-choice attempt to attract do-it-yourself (DIY) superannuation investors, ING has halved minimum investment amounts and cut management expense ratios (MERs) for i...
Financial planning
Farmers are ill-served by a financial planning industry still based around the pay-as-you-earn mentality, according to the head of a new team of specialist agribusiness p...
Funds management
Melbourne-based boutique MPG Funds Management has launched a $48.8 million retail property trust....
Never miss the latest news and developments in wealth management industry
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...