Ross Kelly

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Financial planning

01 Dec

Tasmanian financial planner Brendan Moore has escaped criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had hel...

Financial planning

30 Nov

HFA raises money for LIC

Despite the poor performance of the listed investment company market of late, fund manager HFA Asset Management has attracted a $120 million capital raising for Accelerat...

Financial planning

29 Nov

Equity Trustees active switch prompts ‘hold’ ratings

A decision by fund incubator Equity Trustees to take a more active management approach has prompted research house Standard and Poor’s (S&P) to give four of its funds an ...

Financial planning

29 Nov

Super ‘cashback’ offerer charged

A man who placed advertisements in a Sydney newspapers using the catch-phrase "superannuation cashback" has appeared in Sydney's Central Local Court charged with 22 count...

Financial planning

28 Nov

Tasmanian planner escapes conviction

Tasmanian financial planner Brendan Moore has escaped a criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had h...

Financial planning

28 Nov

Five Oceans opened for inflows

Boutique fund manager Five Oceans opened for business this week with the launch of its inaugural international equities fund....

Financial planning

25 Nov

Corporate super crackdown

The corporate regulator has announced a crack down on super advisers who recommend employers take employee funds out of corporate super and place them into commercial mas...

Financial planning

24 Nov

Alternatives boosting fund resilience

Superannuation funds with strong allocations into alternative assets were able to largely withstand a downturn in October, according to the latest data released by Sydney...

Financial planning

24 Nov

Watchdog sniffs out deceptive ads

A company that claimed to show people how to make returns of 100 per cent in three months has been set upon by the corporate watchdog for publishing misleading advertisin...

People & Products

23 Nov

New platform head for Perpetual

Perpetual Investments has found a new head for its young platform offering, four weeks after losing its inaugural head, Mark Papendieck, to Skandia....