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Superannuation
David Shirlow looks at new developments affecting cashing and transfer of UK superannuation benefits for Australian residents....
Financial planning
IOOF began trading on the Australian Stock Exchange at midday today at $3.80 - a 65 cent premium over the facility price of $3.15 per share....
Financial planning
Financial planning group Lowell Flinders Group (LFG) has revealed ambitions of becoming a 'dealer of dealers' and is close to signing up a number of financial services gr...
Editorial
With increasing litigation and concerns over professional indemnity insurance, Macquarie’s David Shirlow believes his presentation has particular relevance. Julie Bennett...
Superannuation
A recent court case decided that a super contribution made just before bankruptcy was protected from the bankruptcy trustee – but, as Peter Bobbin reports, whether or not...
Financial planning
John Wilkinson covers a mock court case that details the fall-out when advisers fail to really know their clients....
Funds management
The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....
Superannuation
Super splitting laws were supposed to make life easier for divorcing clients – but as Nabil Wahhab reports, when they are reviewed in conjunction with binding death nomin...
Superannuation
With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...
Financial planning
The Australian Securities and Investments Commission (ASIC) has moved to make it easier for corporate groups to satisfy the cash needs requirement under Policy Statement ...
Financial planning
IOOF is facing potentially damaging legal action from aggrieved investors who lost money in traded policies with AM Corporation (AM Corp)....
Financial planning
The Australian Parliament’s primary supervisory watchdog, the Australian National Audit Office, has recommended tightening the Australian Prudential Regulation Authority’...
Editorial
IOOF has reported strong fundamentals for the 2003 financial year with revenue up 32 per cent to $160 million and an after-tax profit of $34 million, which compares to th...
Funds management
The Australian Tax Office (ATO) and the Australian Prudential Regulation Authority (APRA) have launched a new online registration system to streamline the starting up of ...
Editorial
The poor performance of some traditional asset classes is fuelling investor appetite for hedge funds. Craig Phillips asks whether this interest is part of a long-term phe...
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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...