Zoe Fielding

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Financial planning

11 Jan

Mis-selling revelations prompt more Labor criticism

Instances of the mis-selling of superannuation products have prompted Shadow Financial Services Minister Senator Nick Sherry to call for simplification of the super choic...

Financial planning

10 Jan

Ratings upgrade for Mariner mortgage trust

Solid exposure to the Australian mortgage market has contributed to an upgrading of Mariner Mortgage Trust’s rating by InvestorWeb Research from ‘buy’ to ‘strong buy’ in ...

Financial planning

16 Dec

AAAFG adds advisers, launches mortgage business

Boutique dealer group AAA Financial Group (AAAFG) has expanded its head count to 80 advisers nationally from 10 at the start of the year, and is preparing to launch a mor...

Funds management

14 Dec

Hedge funds upgraded despite slowing market

Four funds have been upgraded and there have been no downgrades in Lonsec’s latest hedge fund sector review, which excludes long/short equity funds....

Financial planning

13 Dec

Banned adviser jailed for fraud

A former Queensland financial planner has been sentenced to four and a half years imprisonment after pleading guilty to six fraud charges brought by the Australian Securi...

Financial planning

12 Dec

Rubicon trust lists, buys German offices

Three modern office buildings in Germany are the first acquisitions of global property funds manager Rubicon Asset Management’s Rubicon Europe Trust, which listed on the ...

Financial planning

09 Dec

CARM software direct to consumers

Members of corporate superannuation fund Westscheme will soon have direct access to a scaled-down version of CARM’s GPS financial planning software, recently badged by AM...

Superannuation

09 Dec

ASIC shuts down 11 SMSFs

ASIC is shutting down 11 Melbourne-based self-managed superannuation fund companies related to the PFS Group....

Financial planning

08 Dec

Westpoint Mezzanine crack down

ASIC is again cracking down on Westpoint Group, filing an application in the Federal Court in Perth for the winding up and appointment of a provisional liquidator to a re...

Financial planning

06 Dec

Allocated pension comparator launched

ASIC has released a calculator for consumers to compare allocated pension products, and Chant West and SuperRatings expect to follow suit by developing extensions to thei...