director

Funds management

Fund Manager of the Year 2014: Property and Infrastructure Securities

Lazard’s strict application of its 'preferred infrastructure’ paradigm has delivered outstanding results and is one of the central factors that helped it win the Property...

Funds management

Fund Manager of the Year 2014: Young Achiever of the Year

Overseeing $30 billion in funds under advice and leading a team of 10 investment professionals in the highly demanding investment research business before the age of 30 a...

Financial planning

ASIC permanently bans Victorian finance broker

The Australian Securities and Investments Commission (ASIC) has permanently banned Victorian finance broker Kieu Thi-Thanh Huynh from carrying out credit activities after...

Funds management

Franklin Templeton forays into fixed income

Franklin Templeton Investments Australia has appointed two Australian fixed income specialists to its local investment team in a bid to create local absolute return fixed...

Financial planning

AMP offers North platform discounts

AMP offers cost reductions to customers using its North platform....

Funds management

Investment property loans back in vogue

Growth in the number of loans for residential investment properties is outstripping lending for owner-occupier homes, a survey reveals....

Funds management

Diversification dilutes portfolio performance

Fund managers should focus on investing in stocks they are confident in instead of hedging their bets through diversification strategies, an academic believes....

Superannuation

ASIC focuses on SMSF one-stop shops

ASIC declares it is taking a close look at one-stop shops seeking to traverse SMSF establishment and property investment. ...

Policy & Regulation

Repair levy may lead to tax deferment

High income earners will look for “clever ways” to avoid being hit by the Federal Government’s new 'repair levy’, a tax expert believes. ...

Policy & Regulation

Government levies could promote tax avoidance: accountant

Some of the Federal Government’s proposed new levies could foster tax avoidance by increasing perceived inequality, an accountant believes. ...

Financial planning

Industry fund adviser given 21 days to respond to breach claims

Investment adviser to four industry funds given 21 days to file defence in $14 million damages suit relating to breach of agreement....

Superannuation

SMSFs - are they still worth it?

With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of S...