Zoe Fielding

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Policy & Regulation

22 Jun

Tax errors and missed deductions continuing: survey

Australians are likely to make errors in their tax returns and miss out on deductions, with omission of interest and failure to claim for depreciation on investment prope...

Financial planning

21 Jun

Million dollar round table to meet in New Orleans

Tower Australia national sales manager, Danny Maher and MLC dealerships general manager, Alan Logan will join over 100 Australian members of the Million Dollar Round Tabl...

Financial planning

20 Jun

Employees warned not to leave corporate funds

Employees who leave wholesale corporate superannuation funds in favour of retail funds could be financially harmed and may end up paying fees double or triple those of th...

Life/Risk

20 Jun

AMP enhances insurance offerings

AMP has extended its Flexible Lifetime range, introduced enhanced product features and updated commission options in the risk and insurance areas....

Funds management

20 Jun

Direct property allocations too low - report

Financial advisers are being encouraged to reassess their typically low allocations to direct property following the release of research which highlights the importance o...

Financial planning

17 Jun

ASFA calls for rapid end to super surcharge

Following the Senate’s rejection of the Bill to abolish the superannuation surcharge on Wednesday, the Association of Superannuation Funds of Australia has called for sup...

Funds management

17 Jun

APRA answers frequently asked risk questions

The Australian Prudential Regulation Authority has added to the list of frequently asked questions for superannuation licensing on its website, with the inclusion of ques...

Financial planning

14 Jun

Australia’s high-net-worth ranks growing quickly

Australia is one of the top ten countries for creating high-net-worth individuals, with 134,000 of us now having investable assets of more than US$1 million excluding hom...

Financial planning

10 Jun

Head to head: Retail vs industry

The war of words between industry and retail funds has only intensified as choice has drawn nearer. Last week, as industry funds were forced to withdraw a controversial a...

Financial planning

10 Jun

Class action against AM Corp reaches court

Allegations of misleading conduct and mismanagement are behind a class action launched yesterday by 737 investors against AM Corporation founder David Smith and a former ...