TRUSTEE
Editorial
Trustee, funds management and financial planning company Trust Company of Australia has posted an after tax profit for the first six months ended August 31, 2005, of $20....
Superannuation
The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...
Financial planning
Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....
Financial planning
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
Financial planning
Fund incubator and private client services company Equity Trustees put their highly publicised woes of 2003 further behind them yesterday by announcing a net annual profi...
Financial planning
Individual managed accounts (IMAs) have been touted as the next big thing in financial services for a number of years. Admittedly, nobody knows exactly how many funds und...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Superannuation
Statistics from the Australian Taxation office show that over 20 per cent of superannuation assets currently under management are within a self-managed superannuation fun...
Financial planning
Self-managed superannuation funds are booming and, with employee choice just around the corner, things are starting to heat up in this sector....
Financial planning
Ignoring their own rhetoric, balanced fund managers appear to relying on short-term results, writes LEEANNE BLAND....
Editorial
A strong majority of people working in the superannuation industry believe the Government’s co-contribution regime has been a success....
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MARKET INSIGHTS
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...