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A member of a self managed super fund (SMSF) currently has an accumulation balance of $400,000. They are 62 years of age, working part-time, and all of their benefits in ...

Online share broker E*Trade Australia has recorded a net loss of $53.8 million in the 12 months to the end of June, wider than the $3.9 million loss reported in the previ...

Agricultural investment schemes suffer from an image problem, but Canberra’s only fund manager wants to change all that, as John Wilkinson reports....

Perpetual Trustees today announced it had posted a net profit of $40 million for the past financial year, up 31 per cent on the previous year....

There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...

Strong inflows into Mercantile Mutual’s managed funds has helped lift the group’s operating profit after tax up 23 per cent to $70 million for the six months to the end o...

Costs associated with GST and the purchase of Tyndall Australia has punished Royal & Sun Alliance Australia, dramatically reducing its net profit of $47 million in 1998 t...

National Mutual Holdings will embark on a review of products and services as well as continuing to reduce costs in a bid to arrest the slide of its local business accordi...

US mutual fund profits are on the rise due to tighter controls over administrative costs ac-cording to PricewaterhouseCoopers....

Perpetual Trustees has announced their profit figures for the year to June 30 with a net profit of $30.7 million, up over 22 per cent. The biggest area for growth was Per...

Why it is that the leading financial planning practitioners earn well in excess of $500,000 a year, while the vast majority of advisers generate annual incomes of less th...

Advisers recommending high-income clients invest blindly in unit trusts should beware of tax implications....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months 1 week ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 weeks 1 day ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week 5 days ago