TREASURY

Financial planning

Newly elected national president of the Securities Institute Michael Willis has lent his voice to the argument calling for real estate agents to be subject to the same re...

Financial planning

Reaction to the recent federal budget has been fairly subdued with most industry analysts noting the lack of news for the financial services industry....

Funds management

Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...

Financial planning

Schroders Investment Management has welcomed the news that its British parent is to offload its global investment banking business to Salomon Smith Barney. Schroders dire...

Financial planning

Schroders Investment Management has welcomed the news that its British parent is to offload its global investment banking business to Salomon Smith Barney....

Financial planning

Consumer confidence in New Zealand has reached its highest level in three years ac-cording to the latest WestpacTrust McDermott Miller survey. Results for the December 19...

Financial planning

The world’s largest active fixed interest manager, US-based PIMCO, says there is a unique opportunity for fixed interest investors in the middle range of credit qual-ity ...

Policy & Regulation

When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....

Funds management

Friendly society funeral, education and income bonds have been granted a short reprieve from being taxed, and the industry is continuing to fight for tax-exemption....

Financial planning

Former US Treasury Secretary Robert Rubin is to join the world's largest financial services group, Citigroup, as a board member and chair of its executive committee....

Funds management

Friendly societies and funeral directors have joined forces to try and overturn the Treasury ruling taxing funeral and education bonds....

Life/Risk

Financial services groups are reeling under the strain of a massive upheaval of their businesses once the implications of the GST and the upcoming Ralph Report hit home. ...

Financial planning

The series of changes circulating through the finance industry has be-come daunting. The implications of GST and the upcoming Ralph Re-port loom large for all concerned b...

Financial planning

Australia's drive to become a global financial services centre has received sev-eral boosts in the past few weeks. Firstly, the Federal government announced in the budget...

Financial planning

Name: Ralph Wilson...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 3 hours ago