TRUSTEE
Financial planning
The New South Wales Supreme Court has appoved the scheme of arrangement for the merger between Permanent Trustees and Trust Company of Australia....
Financial planning
Tower Limited has abandoned plans to sell its personal and corporate trustee businesses in Australia and New Zealand and plans to use them as part of a growth strategy, c...
Financial planning
Investorweb Research has brought in Ken Atchison to help with the production of its annual property sector review....
Accounting
An accountant and his daughter were sentenced to jail by the County Court of Victoria after being found guilty of intending to permanently deprive their clients of more t...
Funds management
The Australian Prudential Regulation Authority (APRA) has disqualified a former executive director of an insurance management group from acting as a trustee of any supera...
Financial planning
The Trust Company of Australia has been appointed as the approved trustee for superannuation vehicles previously administered by Beacon Funds Management (BFM), after BFM ...
Financial planning
The managing director of Frank Russell Australasia, Alan Schoenheimer has predicted a shakeout in the superannuation administration sector at the same time as announcing ...
Financial planning
LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...
Financial planning
Preparing a financial plan for a client who has just been delivered a death sentence by the medical fraternity takes sensitivity and careful planning. JEFF LEVINS reports...
Financial planning
DAVE, 50, has been diagnosed with liver cancer and has been told he has only six months to live. He needs money for medical treatment and help around the house for his wi...
Financial planning
It’s the imponderable question, what do the wealthy want? JOHN WILKINSON asks those who should know – the private banks....
Financial planning
The Austrailan Prudential Regulation Authority (APRA) has replaced the trustee of a small superannuation fund based in Victoria after discovering the fund directors were ...
Financial planning
The Association of Superannuation Funds of Australia’s (ASFA) chief executive Philippa Smith says the Australian Prudential Regulation Authority’s (APRA) claims recently ...
Financial planning
The Australian Prudential Regulation Authority (APRA) has forced Beacon Funds Management (BFM) to transfer the funds under its trusteeship to a new approved trustee....
Financial planning
IN A MOVE that reflects recent restructuring at Tower Limited, Tower Australia has announced it will use Powerlan and IBM technology to build an administrative system tha...
Never miss the latest news and developments in wealth management industry
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...