SELF-MANAGED SUPER FUNDS
Financial planning
Blue Sky Private Equity has launched a $50 million EC2010 PE Fund for the small to medium enterprise (SME) space....
Financial planning
Big Sky Financial Solutions has acquired Perth-based financial planning firm Westwide Financial Services....
Superannuation
The average inflows into SMSFs almost doubled in the second quarter, but total contributions were still down 22 per cent on the 2008-9 financial year, according to a Mult...
Financial planning
Countplus, a subsidiary of Count Financial, has made two further acquisitions of accounting and financial services firms - taking the total number of it acquisitions to 1...
Editorial
David Benney looks at the advantages and disadvantages of direct shares versus managed funds....
Superannuation
Proposed changes to the regulation of SMSFs could lead to a decrease in the number of SMSF auditors, agents and administrators....
Financial planning
Investec Asset Management is looking to take advantage of what it sees as an opportunity in emerging market debt to acquire new investments from Australian institutional ...
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...
Editorial
By holding the Henry Review into Taxation and then rejecting most of its findings, the Government has broken the golden rule of politics, writes Mike Taylor....
Superannuation
Investments in collectables and personal-use assets will be banned, stricter rules around in-house assets will be introduced and there will be firmer regulation of SMSFs ...
Financial planning
Adviser-owned dealer group Australian Financial Services (AFS) has launched a new unified managed (UMA) service in conjunction with technology company OneVue and superann...
Financial planning
Calliva Group, one of the boutique financial services companies that grew out of the boom years, was a victim of the GFC and its impact on structured products....
Financial planning
There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...
Superannuation
A UBank survey of SMSF customers has revealed a third have over 50 per cent of their SMSF in cash....
Superannuation
The Australian Institute of Superannuation Trustees has called for stronger regulation of advisers to SMSFs and highlighted the need for funds to be fully regulated under...
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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...