TRUSTEE
Financial planning
A record number of advisers are selling their businesses at the moment. The ones making the big dollars are those who run the most proactive businesses, according to Gran...
Accounting
Listed accountancy and financial planning consolidator Harts Australasia has added yet another accounting firm to its register with the purchase of The Business Results G...
Financial planning
Sealcorp is to ramp up its wrap account service and add screen scraping facilities to the adviserNet online service for advisers....
Financial planning
After selling a 50 percent stake to Perpetual Trustees in 1997, Investor Security Group was able to free up back office functions while retaining independence to serve hi...
Life/Risk
Financial planning groups are lining up to launch their own risk insurance master trusts. ...
Financial planning
</B>Investor Security Group has always prided itself on its commitment to independence and integrity. Simon Segal asks ISG boss Rob Keavney how the stance has affected th...
Financial planning
Tower Trust is restructuring its senior management ranks following its acquisition of IOOF’s trustee business and the merger of Tower’s Australian and New Zealand trustee...
Financial planning
In light of changing legislation and new policies from regulators, the industry is re-evolving in the areas of master trust and wrap accounts. Richard Shermon explains ho...
Financial planning
Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...
Financial planning
Tower Trust is restructuring its senior management ranks following its acquisition of IOOF’s trustee business and the merger of Tower’s Australian and New Zealand trustee...
Financial planning
Perpetual Trustees will expand its corporate trust business after purchasing AXA Trustees for $24 million....
Editorial
A member of a self managed super fund (SMSF) currently has an accumulation balance of $400,000. They are 62 years of age, working part-time, and all of their benefits in ...
Financial planning
Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....
Financial planning
A Melbourne based accountant has pleaded guilty to ordering the redeeming of superannuation money on behalf of clients who had not qualified for retirement....
Financial planning
Tasmanian Trustees is looking at boosting its funds management business through internal growth and its new joint-venture banking operation with Bendigo Bank, says new ch...
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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...