Freya Purnell

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Financial planning

26 May

Associations call for planning tax changes

Three major industry groups have called for changes to the taxation arrangements for the provision of financial advice in submissions to the Senate Select Committee on Su...

Financial planning

26 May

Value still best for Australian shares

Value styled investment managers are continuing to outperform growth orientated managers according to the latest update of the InvestorWeb Australian Shares Fund Sector R...

Financial planning

26 May

Local markets ride out global uncertainty

The Australian share market performed well in March ending the month up 4 per cent, a strong showing considering the roller coaster ride international equity markets prov...

Financial planning

16 May

Lonsec adds new small cap managers to review

Lonsdale Securities (Lonsec) has included four new funds to its annual review of small cap managers in response to growing concerns over the volume of money being managed...

Financial planning

15 May

Mortgage winners stick to what they know

Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...

Financial planning

15 May

How the BDM of the Year was decided

The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...

Financial planning

15 May

Investor Group makes last Stockford acquisitions

Investor Group has made what it says will be the last acquisitions from the remnants of the Stockford group, acquiring the Stockford Hobart and Bathurst businesses....

Funds management

15 May

Strategic dumps Sagitta from listed property lineup

Master trust provider Strategic Investments Australia has dropped Sagitta Rothschild from its listed property trust lineup following the recent departures of a number of ...

Superannuation

08 May

FPA calls for super access changes

The Financial Planning Association (FPA) today called on the Federal Government to link the age at which consumers can access lump sum superannuation to eligibility for t...

Financial planning

07 May

ASIC probe leads to imprisonment

A former company executive has been sentenced to a 12 month jail term, after pleading guilty to six charges laid by the Australian Securities and Investments Commission (...