CAPITAL GAINS

Editorial

Eager to stabilise profits with asset-based fees, broker/dealers are flocking to the burgeoning market for so-called separately-managed accounts....

Superannuation

A leading United States superannuation expert says the New Zealand Government’s plans to prefund New Zealand Superannuation are commendable, however he says there are two...

Financial planning

Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....

Financial planning

Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....

Financial planning

Macquarie has rolled the latest development of its wrap account which it claims will negate the need for do it yourself (DIY) superannuation funds....

Superannuation

Most may have not noticed it, but the government has been eroding the effectiveness of the superannuation system in the past and is likely to do so again in the next ten ...

Financial planning

Sealcorp has revamped its online financial services tool, adviserNET, to capitalise on a surge over the past 12 months in advisers using the service....

Editorial

I must readily concede a key point made in the responses to my article on hedge funds (Money Management, May 24). The article dealt with only certain types of funds and c...

Financial planning

Federal Budgets have many parts but the one that gathers the most attention is called tax. Jason Spits looks at the tax changes which will affect clients of planners....

Financial planning

The Australian Taxation Office now allows borrowers involved in Macquarie’s Geared Equities Investments (GEI) to obtain tax benefits for 100 per cent of the interest paid...

Financial planning

As the nation fast approaches the end of another financial year, superannuation maintains its prime place as a popular tool for creating a tax effective year end strategi...

Financial planning

Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....

Policy & Regulation

While it may appear complex and out of reach for some investors margin lending for holds some positive tax benefits. David Shirlow examines how planners and investors can...

Financial planning

Gearing for investment can cover a range of products and strategies. Paul van Rooyen examines gearing in home equity and margin lending as part of a wealth creation strat...

Policy & Regulation

It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...

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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 2 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....

5 days 14 hours 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 3 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 1 day ago