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Financial planning
Some Australian financial planners and superannuation funds have been accused of needlessly worrying British pension holders on the basis of misleading claims that United...
Financial planning
A Victorian-based company and holder of an Australian Financial Services Licence that acted as trustee for a number of superannuation funds, Top Quartile Management Limit...
Financial planning
The Federal Government has moved to address the lingering tax file number issue by ensuring the Australian Taxation Office provides the data to superannuation funds unles...
Financial planning
Colonial First State has enhanced the investment menu of its platform FirstChoice by adding three new geared options....
People & Products
Brian Bissaker has been appointed chief executive of Colonial First State, replacing John Pearce, who resigned earlier this month to take up a position in Hong Kong....
Financial planning
Known in the hedge funds industry as a patient investor, Colonial First State Global Asset Management’s hedge fund team has shown that it pays to be well educated on an i...
Financial planning
A leading financial services lawyer is lobbying various industry bodies to convince the Government to extend the timeframe over which members of the public can contribute...
Financial planning
The Federal Budget has received a mixed response, with ASFA lamenting the narrowness of the Government’s one-off co-contribution bonus while Challenger has questioned whe...
Financial planning
Global investment company T. Rowe Price will boost its presence within the Australian market, focusing on providing global equity investments to retail platforms, indepen...
Superannuation
The head of technical services at a leading fund manager has warned financial planners that self-managed superannuation funds are likely to come under greater tax scrutin...
Life/Risk
The Government’s simpler superannuation initiatives have created inconsistencies that could result in people ending up with low or inadequate levels of death and total an...
Financial planning
The capital gains tax implications and taxation of group life and total and permanent disability (TPD) insurance policies held outside superannuation still require clarif...
People & Products
The Financial Planning Association has recruited Association of Superannuation Funds of Australia chief financial officer and company secretary Robert Swanbury as its new...
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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...