Samantha Walker

AMP remains Australia’s biggest retail fund manager while the BT Group is clawing back market share, according to the latest figures from Plan for Life....

People & Products

18 Feb

Hooper joins boutique manager

Former head of Advance Asset Management Russell Hooper has been named chairman of startup Australian investment company Castle Capital Management....

Financial planning

17 Feb

The great margin lending gamble

Last month, Australia’s investment watchdog fired out a missive to investors alerting them to the dangers of the margin lending market. Samantha Walker asked the in-dustr...

Financial planning

17 Feb

Did you know…master trusts prosper

Did you Know….master trusts prosper By Samantha Walker In spite of some industry pundits predicting the death of the master trust, the past year has seen these investme...

Financial planning

17 Feb

Original bean counting group defies its imitators

A stock market listing, a new fee structure and a management team not afraid to speak their minds – there is never a dull moment at Count Wealth Accountants. Samantha Wal...

Financial planning

17 Feb

Count down to November

Count Wealth Accountants’ decision to delay its listing until November is not a backward step, according to its current owners....

Financial planning

17 Feb

Policy gets the nod

The Australian Investments and Securities Commission’s (ASIC) policy statement on master funds and wraps has met with cautious approval from Australia’s largest master fu...