This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...

Although tax exemption when selling a person’s main residence is usually a routine matter, things can go badly wrong in some quite unexpected ways, writes Chris Ardagna....

Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...

What are the types of inflation-plus products that will resonate with a wide variety of different clients to help them achieve the financial outcomes they want? A Money M...

Commbank’s quarterly update reveals solid earnings backed by improving markets....

Does ASIC really only act when complaints about particular schemes or issues “reach tsunami level”? ...

Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...

A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund gre...

Macquarie’s banking and financial services division recorded a marginal drop in profit contributions in the last six months, but its wrap platform continued to perform we...

There is a good source of income from equities that even some savvy investors are missing out on, writes Matt Olsen....

Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...