POWERED BY MOMENTUM MEDIA
SMSFS
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Superannuation
Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...
Accounting
Countplus has invested $2.15 million from borrowings into Super-IP, taking a 4 per cent stake in the group which produces the SMSF software administration system Class Su...
Superannuation
Australian investors believe global markets will rise over the next year and are cooling in their outlooks for the domestic stock market, according to the inaugural Certi...
Superannuation
SPAA claims $2000 self-education cap will undermine maintenance of professionalism in SMSF sector....
Superannuation
SPAA’s Graeme Colley sees positive outcome from changes to non-reversionary pensions settings....
Superannuation
Macquarie Personal Portfolio has been added to the Xpress Super's self-managed super fund platform, according to Xpress Super's Olivia Long....
Financial planning
The distinction between wholesale and retail clients has been a fundamental part of the financial services laws since the 2004 Financial Services Reform legislation. Howe...
Financial planning
Recently launched Xpress Super has added Macquarie’s Separately Managed Account (SMA) product Macquarie Personal Portfolio to its platform....
Funds management
More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....
Financial planning
The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....
Financial planning
Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....
Superannuation
AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....
Editorial
With Parliament having risen for the final time before the Federal election and the new legislative settings now largely in place, Lisa Claes says that when the regulator...
Superannuation
SelfWealth has signed a wholesale distribution agreement with SMSF administration software provider BGL Corporate Solutions....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...