CAPITAL GAINS

Financial planning

Vanguard is to publish after-tax returns for all its products in what it claims will be a first within the Australian funds management industry....

Editorial

Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...

Financial planning

Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...

Financial planning

Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...

Financial planning

Hamish Trumbull provides an overview of alternative products that provide investors with access to Australian equities....

Editorial

Robert Keavney returns to the topic of hedge funds, and stands firm on his view that this asset class requires a higher level of wariness among advisers....

Superannuation

Super Concepts has announced the release of a new advice service for the self managed superannuation fund (SMSF) market that tracks performance of individual SMSFs....

Financial planning

The Australian Securities and Investments Commission (ASIC), the Australian Prudential Regulatory Authority (APRA) and the Australian Tax Office (ATO) will walk away from...

Financial planning

Question: I have recently received bonus shares from a company in which I held an investment. The shareholder release indicated that the distribution is tax-free. If I se...

Financial planning

In a post-March 11 world, planners may have trouble justifying their product recommendations to clients, says PAUL RESNIK....

Financial planning

DOMINIC McCormick’s recent column (Money Management, Dec 11, p15) predicts disappointment for those investing in the raft of new listed investment companies (LICs) coming...

Financial planning

Praemium Portfolio Services and CARM GPS have agreed to integrate their respective business platforms, to streamline and industrialise sales and business processes for fi...

Financial planning

Estate Planning Professionals of Australia (EPP) has introduced a new platform into the market aiming to combat administration issues for estate planning with reduced cos...

Editorial

The listed investment company (LIC) area is a bubble ready to burst, says Dominic McCormick....

Financial planning

As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 1 hour ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago