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Financial planning
A former Adelaide financial adviser has pleaded guilty to 29 dishonesty offences committed when he was a planner, after ASIC found that he stole around $4.88 million from...
Superannuation
Gold and silver hauls dominate the big ticket items held in self-managed superannuation funds, according to the latest SuperConcepts Investment Patterns report. ...
Funds management
Pengana Capital Group has announced plans to launch a global private equity listed investment trust, which aims to raise between $250 million and $1 billion....
Funds management
Australian investors remain unaware that total dividends rose close to eight per cent, in dollar terms, from 2017, Plato Investment Management warns....
Superannuation
A superannuation fund has been censured and ordered to compensate a member for unduly delaying a rollover to his self-managed superannuation fund....
SMSF
While the Productivity Commission modified its earlier findings to better reflect true SMSF returns in its final report, Class has warned that aspects of its calculations...
Funds management
The Templeton Global Growth fund has been awarded a “recommended” rating by Independent Investment Research. ...
SMSF
SuperConcepts has warned that the Productivity Commission’s revision of the minimum viability threshold for SMSFs to $500,000 is misleading, saying a figure of half that ...
Superannuation
Industry Super Australia has told the Productivity Commission that some retail funds and self-managed superannuation fund promoters have pursued ‘confusion marketing stra...
Funds management
Fidante Partners has announced the launch of ActiveX, a series of actively-managed exchange traded funds....
Policy & Regulation
The Australian Securities and Investments Commission has charged a former Melbourne financial planner with 13 dishonesty offences....
Policy & Regulation
Nearly 90 per cent of investors responding to a survey believe the Federal Opposition’s proposed removal of refundable franking credits will reduce their quality of life....
Financial planning
The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...
Superannuation
The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...
Superannuation
The Financial Services Council has found that ordinary Australians who are members of large super funds are the biggest group benefiting from franking credit refunds, adv...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...