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PROPERTY
Financial planning
Investors have been warned to taper their high bullish sentiment levels towards Australian equities by the president of the Australian Investors’ Association (AIA), Bob A...
Financial planning
Colonial First State Investments has confirmed it has had discussions with “all relevant entities” regarding its concern over the sale of the Lend Lease US Office Trust t...
Superannuation
The sad truth is that many clients will not be able to retire when they want to. Mike Taylor reports....
Superannuation
How do you transition clients in self-managed superannuation funds (SMSFs) into retirement? Michael Hutton reports....
Funds management
Melbourne-based property group Becton has recently launched a new property trust and taken “another logical step in its strategy to develop, syndicate and manage institut...
Financial planning
Strong and ongoing relationships between accountants and financial planners sounds like the stuff of fiction but some success stories can be found....
Financial planning
Advance Funds Management’s recent run of distribution appointments has assisted the group in boosting its funds under management to over $3.5 billion and raising adviser ...
Financial planning
There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...
Financial planning
Over the last 20 years, direct property, followed by listed property trusts (LPTs), has been the best performing asset class in Australia. But is the tide about to turn? ...
Editorial
Property syndicates remain one of the easiest and most popular forms of investment in direct property – but when is the best time to invest? John Wilkinson reports....
Editorial
How long can the listed property trust market expect its dream run to continue? Mike Taylor reports....
Financial planning
The time for a financial planning reality TV show is long overdue, says Nick Bruining....
Funds management
Fiduciary Trust Company International has launched an international property fund with the aim of providing investors with stable returns in an environment of low price v...
Financial planning
Adviser Ratings, the group set up by David Child to rate financial planners, has dropped its upfront fee for an assessment....
Financial planning
Uncertainty over the performance of BT/Sagitta’s new Australian equity and property teams has resulted in a lukewarm assessment of the group’s capabilities from research ...
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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...