PROPERTY

Financial planning

Deborah Wixted takes a look at the Federal Budget changes to superannuation, taxation and social security and examines what it will mean for the clients of financial plan...

image
Editorial

Alternative investments traditionally offer a buffer against market volatility. Chris Kennedy finds out how they have fared over the course of the last 12 months. ...

image
Tools & guides

In the event of a successful challenge to a client's estate, traditional strategies preventing assets falling into the estate and being distributed against the client's w...

image
Financial planning

Australian shares have outperformed residential investment property to give the best after-tax returns over the past two decades, according to the latest Russell Investme...

image
Financial planning

Instreet issues its latest Catalyst Asset Management Capped Growth Asset Allocation product - the first white label product for the Sydney-based firm....

Financial planning

Two Victorian men have been charged with carrying on a financial services business without a licence, following an investigation by the Australian Securities and Investme...

People & Products

GESB has appointed Kate Budiselik and Edwin Schultz as investment strategists....

Financial planning

Chris Lim explains how the introduction of the Australian Credit Licensing Regime could affect you....

image
Financial planning

As the end of the current financial year approaches, Craig Day provides SMSF trustees with some tax tips for the year end - along with the traps to avoid....

image
Financial planning

The Financial Ombudsman Service has upheld four complaints against advisers for directing clients to establish SMSFs and then invest in high-risk real estate managed inve...

image
Financial planning

Property funds manager Cromwell Group has resolved to acquire two assets from its unlisted Cromwell Property Fund (CPF) as well as extend its existing debt facility with ...

Funds management

Trinity Limited has completed settlement of its sale of a 50 per cent interest in Trinity Funds Management and Trinity Funds Management Services to Clarence Property Corp...

Financial planning

Credit ratings are stabilising across most sectors, but sovereign credit profiles remain at risk following fiscal stimulus packages....

image
Funds management

Lonsec puts value and performance of ETFs in perspective....

image
Funds management

IOOF has further improved on its Pursuit Select platform with the addition of domestic and international ETFs....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 4 days ago