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Financial planning
Westpac will take on full ownership of boutique fund manager Ascalon Capital, following in-principle agreement with shareholder Kaplan Equity....
Policy & Regulation
Australian Agribusiness Group warns that removal of the upfront tax break on non-timber managed investment schemes will impact regional Australian jobs....
Financial planning
Advisers should think all issues through carefully before acting on the Australian Taxation Office's (ATO) new ruling that will affect the way capital gains made by trust...
Superannuation
MAP focusing on right mix of active equity managers in preparation for future market environment....
Financial planning
SARINA RUFFO considers the impact of bankruptcy on your assets, including superannuation and insurance proceeds....
Funds management
Samuel David Saunders of Orange in New South Wales, a former director of several companies, has pleaded guilty to three counts of obtaining money by false or misleading s...
Financial planning
The recent round table discussion held by Money Management examined concerns over adviser education levels and their capacity to meet the individual needs of clients....
Financial planning
The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....
Financial planning
Dimitri Diamantes discusses the restrictions on obtaining a tax deduction for personal super contributions....
People & Products
Founding director of broker firm Asandas Angela Hayward, appointed to role....
Financial planning
Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...
Superannuation
Melbourne man jailed over SMSF theft while his wife is fined for aiding and abetting....
Financial planning
Up to six boutique advice firms are being forced by lenders to sell all or part of their client books each week, according to John Birt, principal of advice firm buyer co...
Funds management
Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...
Financial planning
A number of failures of governance at a director and business level contributed to the global financial crisis, offering a number of lessons for the future, according to ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...