George Liondis

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Financial planning

27 Jul

A virgin market if there ever was one

Love him or loathe him, you have to admit there is something about Virgin boss Richard Branson....

Financial planning

26 Jul

BT realises magnitude of new dealer

BT Financial Group has given its planned new dealer group an identity, and confirmed that former Retireinvest chief executive Mark Spiers would head up the business....

Financial planning

26 Jul

Super dominates life industry

Superannuation has once again been revealed as the dominant element in APRA’s quarterly Life Insurance Trends data....

Financial planning

26 Jul

UBS shuts out van Eyk Research

One of the world’s largest fund managers has cut-off access to van Eyk Research, accusing the ratings house of acting as its competitor and claiming that it could not tru...

Financial planning

26 Jul

Citigroup sells life and annuity business

Citigroup has sold its worldwide life insurance and annuities business, including in Australia, in a deal worth US$11.5 billion....

Financial planning

26 Jul

What normal feels like

When the announcement came last week that interest rates would not rise, what should have been good news for home owners was stained by a less than subtle threat by the R...

Financial planning

25 Jul

Bridges victorious in payroll dispute

Bridges Financial Services has won its long-running payroll tax dispute with the Western Australian Government, escaping a $500,000 tax bill in a decision that will come ...

Financial planning

21 Jul

Industry funds not always cheapest

Industry superannuation funds cannot boast a consistent fee advantage over all retail master trusts and, where multi-manager platforms are concerned, may be more expensiv...

Superannuation

07 Jul

Choice to have limited impact on SMSFs

New survey data published by the Institute of Chartered Accountants has put paid to suggestions that the new choice of superannuation fund will lead to a surge in the est...

Superannuation

20 Jun

SMSF pension ban delayed

Controversial Government plans to ban self-managed superannuation funds (SMSFs) from providing defined benefit pensions have been delayed while Assistant Treasurer Mal Br...