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PROPERTY
Financial planning
With higher levels of divorce and less emphasis on leaving behind a large inheritance, the baby boomers are finding testamentary trusts a useful estate planning tool....
Financial planning
The sheer size of the baby boomer generation presents a retirement planning opportunity too good for financial advisers to miss. But the fact that they also think differe...
Financial planning
The average Australian household now spends 2.3 per cent more each week than it receives in income, according to the latest AMP/Natsem Income and Wealth Report....
Financial planning
A father and son, who are under investigation for alleged involvement in a business that offered consumers illegal early access to their superannuation, were arrested on ...
Financial planning
Advisers looking for an alternative to the usual philanthropic vehicles can now use a prescribed private fund, Lisa Chambers and Paula Zammit write....
Financial planning
The merger of SAI and TeysMcMahon has seen both parties bring complementary skills to the table – and more than double their funds under management. John Wilkinson report...
Financial planning
The man with a Midas touch for property investment owes much of his success to the harsh lessons of Estate Mortgage and keeping close to his customers, including financia...
Financial planning
Divorce can be emotionally and financially draining. Death is permanent. When the two mix, it can be explosive, especially for the professional adviser who does not act w...
Funds management
AXA is preparing to boost the property related products it has on offer for advisers with both a domestic and international property fund in the pipeline at the group....
Editorial
While the short-term outlook for sharemarkets is looking rosy, investors shouldn’t be complacent about looking for alternatives, writes Dominic McCormick....
Editorial
A year is a long time in funds management – and even some of our investment experts were surprised by the way markets, asset classes and investment vehicles gained or wan...
Accounting
A former Queensland accountant has been sentenced to four years jail after pleading guilty to nine charges of dishonestly using client monies following an investigation b...
Funds management
Colonial First State has signed an exclusive deal to take research from global property specialists Colliers International, in a move that will also result in Colliers be...
Funds management
APN Funds Management has launched a global version of its Property For Income fund to be managed by New York-based The Fiduciary Fund....
Financial planning
Boutique fund manager MFS Group is set to list on the Australian Stock Exchange via a ‘back-door’ listing after announcing plans to merge with a publicly floated investme...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...