Lachlan Gilbert

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Financial planning

04 Jun

Lonsec recommends BT small caps

Lonsec has reviewed the BT Small Companies Fund and has awarded the fund a ‘recommended’ rating....

Financial planning

31 May

‘Hundreds’ of cases to be mounted against Qld advisers

More than 50 investors who bought into a property scheme in North Queensland are mounting cases against an assortment of individual financial advisers, a dealer group, so...

Financial planning

27 May

Assirt rates Dimensional as strong

Dimensional Fund Advisors (DFA) has been rated as a strong manager with strong sectors, while its four funds earned four stars in the latest review of the group from rese...

Financial planning

24 May

Boutique planner association launched

An association for small dealer groups has just been launched to give boutique dealer groups more clout when it comes to dealing with Government on issues such as complia...

Financial planning

23 May

Adviser sinbinned for creating fictitious account

An adviser who created a fictitious account with his employer, Barton Capital Securities, has been sidelined by the Australian Securities and Investments Commission (ASIC...

Financial planning

22 May

Planners fail to access tax scheme settlement

The Financial Planning Association (FPA) has failed to convince the Australian Taxation Office (ATO) that planners who advised clients to invest in mass marketed tax sche...

Financial planning

21 May

Skandia gets nod to enter supermarket

Australian Skandia is preparing to launch its own personal superannuation and allocated pension products after confirming today that it had managed to obtain Approved Tru...

Financial planning

17 May

Colonial leads inflows in March quarter

Colonial First State Investments raked in more than $934 million in retail fund inflows over the March quarter, almost $400 million more than its nearest competitor, AMP,...

Financial planning

16 May

Hartley precedent may see planners court out

LACHLAN GILBERT examines how the recent court case against stockbrokers Hartley Poynton may have enormous implications for financial planners....

Financial planning

10 May

ASIC freezes timber prospectus

The Australian Securities and Investments Commission (ASIC) has placed an interim stop order on the Timber Australia Project’s prospectus of April 19....