PROPERTY

Financial planning

The former secretary of failed investment firm Chartwell Enterprises, Ian Rau, has pleaded guilty in the Victorian Supreme Court to eight further charges brought by ASIC....

Editorial

The unlisted property sector is in crisis, writes Robert Keavney. He explains why this is not the first time and expresses concerns that it will happen again....

image
Financial planning

Morningstar Australasia has entered into a definitive agreement to acquire Aegis Equities Research from Aegis Equities Holdings....

Funds management

ASIC has cancelled the Australian Financial Services licence of Teys Property Funds following the funds management group's entry into administration earlier this month....

image
Financial planning

Research conducted by CoreData has pointed to an increasing number of high-net-worth individuals making "ultra-conservative" investment decisions....

image
Financial planning

AMP’s responsible investment range of funds has reached $1.1 billion in funds under management....

Financial planning

The director of Victorian-based company Ascension Financial Strategies, Charles Grummisch, has been banned from providing financial services for 10 years by ASIC....

image
Financial planning

A new property securities fund will give wholesale investors in unlisted frozen property funds the opportunity to sell their units....

Financial planning

Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...

image
Financial planning

In the lead up to the end of the financial year, Bradley Eppingstall explains the eight steps investors need to consider when reviewing their tax position....

image
Superannuation

SMSFs appear to have heeded the ATO's warnings about compliance, but personal loans to SMSF members have become a concern in troubled economic times....

image
Financial planning

The former secretary of investment company Chartwell Enterprises, Ian Rau, has pleaded guilty to charges brought by the Australian Securities and Investments Commission (...

Financial planning

Ed Psaltis explains why there is an increasing appetite for full disclosure of real estate investment trust gearing levels....

image
Editorial

Following the Government's prescription for better managed investment schemes disclosure, Brendan Ivers explains how these changes have affected the industry....

image
Superannuation

The superannuation sector has been hit hard in recent years as funds suffered greatly at the hands of market volatility. Angela Faherty takes a look at what the future ho...

image
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