TRUSTEE
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
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
Australian Prudential Regulation Authority (APRA) deputy chairman Ross Jones has shed some light on APRA’s perceived non recognition of the role of the financial adviser ...
Financial planning
Mercer Wealth Solutions has added a further seven investment options to its superannuation trust, Mercer Super Trust....
Superannuation
Mariner Financial believes self-managed superannuation funds are increasingly attractive in the lead-up to the Government’s July 1, 2007, superannuation reforms deadline,...
Financial planning
Major insurer Metlife has moved to sharpen its focus on its core business streams by selling its annuity and pension business to Challenger Life....
Financial planning
Equity Trustees has reported a 92 per cent increase in its net profit for the six months ending December 31.The financial services company recorded a $3.6 million profit,...
Financial planning
Former KLA Australia Investments director Christopher Fearon has failed in his appeal of the disqualification charge brought against him by the Australian Prudential Regu...
Financial planning
Australian superannuation funds have returned to vogue for another year, with the majority of funds posting double-digit results for the 2006 calendar year....
Superannuation
Reserving is a strategy advisers should be looking at for self-managed superannuation funds (SMSFs), said Willis Employee Benefits director Lachlan Semple....
Financial planning
Pressure on super funds to move to full daily unit pricing as a means of distributing investment earnings to members is “unfair on the many funds that have well construct...
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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...