CASH FLOW

Financial planning

Credit Suisse Private Banking has launched two new investment portfolios specifically developed for individuals applying for a Significant Investor Visa in Australia....

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Funds management

Although investors are moving capital from fixed income to equities, it will occur gradually rather than as a pronounced movement, according to Standard Life Investments ...

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Funds management

Hyperion can thank the high quality stocks in its Small Growth Companies fund for winning it the Australian equities small cap category in the 2013 Money Management/Lonse...

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Superannuation

New data points to increasing numbers of SMSF members moving into retirement phase....

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Superannuation

The self-managed superannuation fund sector has entered a net drawdown phase, with benefit payments to exceed contributions by $20 billion by December 2015, according to ...

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Superannuation

A new financial product known as Endowment Bonds has been proposed as an annuity alternative by the Endowment Bond Exchange. ...

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Superannuation

Small business owners who aren't earning enough taxable income to contribute to super should consider other alternatives and avoid the additional legislative risk of supe...

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Financial planning

Almost two-thirds of small businesses are optimistic about their sales growth over the next 12 months, according to the latest Bibby Barometer survey. ...

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Funds management

Fidelity concerned that many investors fail to analyse what drives higher yields within companies....

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Policy & Regulation

The IPA has said if Federal Government does nothing to alleviate small business costs, the likely outcome is job cuts....

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Financial planning

If retirees are your primary target market, you might be missing out on a fast-growing client base – Generations X and Y – writes Geoff Kellett....

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Editorial

Some of the key assumptions about share market investing are deeply flawed and merit robust re-examination, writes Schroders’ Martin Conlon....

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Financial planning

ASIC Commissioner Peter Kell said dealer group AAA Financial Intelligence had an “appalling record” when it comes to ensuring the advice provided was fair and honest....

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Financial planning

BlackRock analysis points to a need for investors to review fixed interest allocations in a low-rate environment....

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Life/Risk

Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...

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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...

1 month 3 weeks ago

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

1 month 4 weeks ago

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

2 months 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...

2 weeks ago

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

1 week 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...

5 days 16 hours ago