Eager to stabilise profits with asset-based fees, broker/dealers are flocking to the burgeoning market for so-called separately-managed accounts....
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...
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....
Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....
Macquarie has rolled the latest development of its wrap account which it claims will negate the need for do it yourself (DIY) superannuation funds....
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 ...
Sealcorp has revamped its online financial services tool, adviserNET, to capitalise on a surge over the past 12 months in advisers using the service....
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...
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....
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...
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...
Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....
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...
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...
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...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...