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COLONIAL FIRST STATE
Financial planning
Financial planning and accounting group, CountPlus has received confirmation from the Commonwealth Bank that 35.85% of the company registered to Colonial First State do n...
Superannuation
The corporate watchdog allege Colonial First State Investments Limited sent misleading or deceptive communications to members of the FirstChoice Fund....
Financial planning
Colonial First State has announced fee reductions on the back of a program which will see the removal of grandfathered conflicted remuneration and insurance-related advis...
Features
Mike Taylor writes that the transition of Count Financial advice practices to a user-pays model has starkly revealed the degree to which the end to grandfathering has als...
Superannuation
The former Howard Government never went far enough on superannuation choice in 2005 and the Government should not baulk at addressing the problem this year, according to ...
Funds management
The exclusive retail distribution deal between Acadian and Asset Management and Colonial First State ended on 31 December, a week later Acadian announced it had recruited...
Financial planning
Colonial First State has flagged eliminating all grandfathered remuneration from mid-2020....
Funds management
The exclusive retail distribution arrangement will conclude at the end of the year which has been in place since 2005....
People & Products
Bryce Quirk will replace the role previously held by Peter Chun, in the recently renamed CFS Advice Relationships department....
Tools & guides
Linda Bruce looks at receiving income jointly as co-owners of an investment and its impact on assessable income....
Funds management
Colonial First State has announced an expansion of its strategic alliance partnership with global investment management firm Baillie Gifford with the launch of the Bailli...
Financial planning
Advisers receiving Adviser Service Fees via Colonial First State’s superannuation funds are facing an early cut-off unless clients specifically opt in....
People & Products
Melinda He has been appointed as manager – liquid assets to assist with the equity, fixed income and liquids alternatives side of the portfolio....
Superannuation
The Commonwealth Bank of Australia has acknowledged the two class actions against Colonial First State that were filed last week....
Financial planning
Slater and Gordon has become the second to file a class action against CFS for charging FirstChoice Super members higher fees for ongoing commissions to members who did n...
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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...