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Superannuation
SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...
Life/Risk
It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....
Superannuation
Super funds which lose members to SMSFs are unlikely to see them come back....
Financial planning
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
Funds management
Contracts for difference (CFD) trading remains popular among local investors, with Australia recording the second-highest adoption rate of CFDs when compared to Singapore...
Financial planning
The cross-selling success of the big four between their superannuation and banking products is concerning and might not be in the customers’ best interest, says ME Bank C...
Superannuation
Rising unemployment and slowing GDP, combined with leakage to the self-managed sector, could be behind a slow year of growth in superannuation contributions....
Superannuation
Retail investments have posted their first quarter of positive cash flow since September 2007, with a net cash flow of $1.2 billion recorded for the June 2013 quarter acc...
Funds management
Pre-election national economy talk is adding to the growing level of pessimism surrounding household finances and savings, research suggests. ...
Life/Risk
Strong risk sales follow two quarters of falling sales...
Financial planning
New Deloitte research reveals the increasing use of remuneration clawbacks for financial services executives but not for the upper-most echelon of management....
Superannuation
Australia’s custodian and administration sector has hit $2.16 trillion in total assets under custody for Australian investors, growing by 6.7 per cent for the six months ...
Funds management
New survey shows while women are taking the lead on household savings and budgeting, they are still less confident about generating wealth than men. ...
Editorial
Equity Trustees has reported a net profit after tax of $8.7 million for the 12 months to the end of 30 June 2013, stating that the result was affected by costs associated...
Editorial
MyState Limited has reported a 11.7 per cent rise in net profit after tax for the year to 30 June, despite a suffering a reduction in new business for its 2011 acquisitio...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...