Rebecca Evans

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Financial planning

12 Jul

FirstChoice wholesale debuts as retail platform hits $7 billion

Colonial First State launched its FirstChoice wholesale platform today while also announcing a record $7 billion funds under administration for its retail counterpart....

Financial planning

12 Jul

LPT sector undergoing major transformation

Research house Lonsec has released its annual review of the property securities sector, describing the final quarter of financial year 2004 as a defining moment for liste...

People & Products

09 Jul

ASIC appoints new deputy chairman

Federal Treasurer Peter Costello has announced the appointment of a new deputy chairman of the Australian Securities and Investments Commission, filling a vacancy left op...

Financial planning

09 Jul

ATO backs planners in tax advice tug-of-war

The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...

Financial planning

09 Jul

Manager selection crucial with boutiques

The ability of small managers to outperform their larger counterparts is cementing the place of boutique funds in client portfolio construction, but Assirt Research is wa...

Financial planning

08 Jul

Industry condemns super reporting exemption

The superannuation industry has deemed the Federal Government’s decision to exempt employers from issuing quarterly superannuation contribution statements a massive blow ...

Accounting

07 Jul

ASIC cracks illegal accountant scheme

The Australian Securities and Investments Commission has shut down another illegal managed investment scheme after successfully taking claims to the Supreme Court of Quee...

Financial planning

06 Jul

Rivkin’s boardroom stoush

Rivkin Financial Services newly elected managing director Andrew Davis may not have the opportunity to implement his revived business strategy after corporate raider Faro...

Financial planning

05 Jul

Rivkin sons exit family business

Rivkin Financial Services is set to announce a change of name and business activities after Jordan and Shannon Rivkin, sons of embattled entrepreneur Rene, retired from t...

Financial planning

05 Jul

Zurich chief executive quits

Zurich Financial Services Australian chief executive John Butler has resigned after a five year tenure at the helm of the group during what Zurich’s chief executive, inte...