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COLONIAL FIRST STATE
Financial planning
Total funds under management (FUM) in the retail and wholesale markets decreased by 3.86 per cent in the June quarter, but had a positive performance over the financial y...
Financial planning
Colonial First Choice has emerged at Australia’s largest investment platform by market share and funds under administration....
Funds management
The Commonwealth Bank owned Symetry Portfolio Service platform is about to become the main administration platform for the financial services company, Snowball Group....
Financial planning
MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....
People & Products
Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...
People & Products
Securitor's Neil Younger has been recruited as general manager of Commonwealth Financial Planning....
Editorial
The CGT for non-residents is determined by whether the asset is considered to be ‘taxable Australian property’. Learn more about CGT discount for non-residents....
Funds management
It costs anywhere between $30 million and $100 million to establish a retail investment platform and the ACCC believes no new players will be ready to ante up – par...
People & Products
Macquarie staffer, Cassandra Hinze, recruited to head up Bank West Financial Advice....
Financial planning
Colonial First State (CFS) has completed its plan for its new Institute of Advice, the design and implementation of which will be rolled out in phases in the first half o...
Funds management
The latest international shares sectors review from Zenith Investment Partners has awarded highly recommended ratings for 13 products across six managers....
Financial planning
Following Colonial First State’s decision to replace troubled boutique fund manager 452 Capital with Integrity Asset Management and CFS Global Asset Management, res...
Financial planning
Colonial First State will replace troubled boutique fund manager 452 Capital with Paul Fiani’s Integrity Asset Management and its own CFS Global Asset Management....
Tools & guides
Colonial First State's Deborah Wixted examines advanced imputation rules and explains why excess franking credits are not always refundable....
Financial planning
High-profile boutique fund manager 452 Capital is on the brink of losing its CEO Lyndsey Hancock and its remaining two joint investment heads Suellen Morgan and Mary Fero...
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MARKET INSIGHTS
Podcast
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...