TREASURY

Financial planning

Financial advisers are facing a potential capital gains tax (CGT) hit in transitioning to the new Financial Services Reform (FSR) regime that has the potential to cost th...

Financial planning

The combination of industry associations lobbying Government over the issue of amending elements of the Financial Services Reform Act (FSRA) have now formally presented t...

Financial planning

Treasury Group has unveiled plans to launch a new fund-of-funds investment company - Premium Investors - in an announcement made to the Australian Stock Exchange (ASX) ye...

Financial planning

The financial services sector will be largely unaffected by the Cabinet reshuffle announced by Prime Minister, John Howard yesterday despite Parliamentary Secretary to th...

Financial planning

If you believe the FSRA will cure the financial services industry’s ills, then Tom Collins invites you to look for the fairies at the bottom of the garden....

Financial planning

Nobody really thinks the Financial Services Reform Act (FSRA) is working, says TOM COLLINS, and for that reason it should be scrubbed....

Financial planning

The US economy is facing another five years of see-sawing economic activity, although the outcome of the Iraq crisis will have some impact on future trends, says Daniel F...

Financial planning

The industry has been rattling on about growth pensions for the best part of five years but, according to the experts, there are now some very compelling reasons for the ...

Financial planning

Invesco Australia today appointed Aaron Finlay to the role of chief financial officer, a week after chief executive Michael Parsons made way for incoming chief Mark Armou...

Financial planning

THE MELBOURNE-based Treasury Group has announced its intention to acquire a stake in a series of small fund managers as part of an ambitious bid to become an umbrella gro...

Financial planning

The debate on growth pensions appears to have deflated, despite promises from the Government. GEORGE LIONDIS reports....

Editorial

The Financial Services Reform Act (FSRA) looks set to result in further compliance and legislative costs to superannuation funds offering member investment choice, warns ...

Financial planning

Superannuation reform could be as far off as it has always been, despite this month’s budget announcements. GEORGE LIONDIS reports....

Editorial

The Macquarie Bank group has announced a small increase of three per cent, for the year to the end of March 2002 but has suffered a modest loss within its Financial Servi...

Financial planning

Chifley Financial Services will rollout a wider range of products and revise its current master trust under plans put forward by owners, the Local Government Super Scheme...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 20 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
moneymanagement logo