PROPERTY
Financial planning
Government legislation dealing with the tax arrangements for managed investments trusts is necessary to ensure the managed funds sector is run efficiently and responsibly...
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....
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....
Financial planning
Research conducted by CoreData has pointed to an increasing number of high-net-worth individuals making "ultra-conservative" investment decisions....
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....
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...
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....
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....
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....
Editorial
Following the Government's prescription for better managed investment schemes disclosure, Brendan Ivers explains how these changes have affected the industry....
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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...