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GEARING
Superannuation
With the marketplace gearing up for over 55’s to implement the Transition to Retirement (TTR) Strategy, financial planners and accountants need to ensure they optimise th...
Financial planning
Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....
Financial planning
Independent financial advisers will remain key distribution channels for specialist life insurers PrefSure Holdings and Life Limited under its new owner Tower Australia....
Financial planning
Boutique fund manager Five Oceans opened for business this week with the launch of its inaugural international equities fund....
Funds management
The recent stellar performance of commodity markets has prompted the separate release of two capital guaranteed commodity products for retail investors by Macquarie Portf...
Financial planning
THERE’S at least one financial planner out there who views the emergence of reverse mortgages as a compliment to financial planners...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Financial planning
The Financial Planning Association’s (FPA) new professional indemnity (PI) insurance facility has proved its worth, demonstrating that it could save members 15 per cent o...
Financial planning
Gearing is successful in a “majority of occasions” as an investor strategy to add value to a portfolio, according to new research by MLC....
Financial planning
The agribusiness managed investment scheme industry raised $1.024 million in 2004-05, up 54 per cent on 2003-04, according to an Australian Agribusiness Group report....
Funds management
Australian Unity had added to its portfolio of property funds with the launch of a geared property income fund....
Financial planning
The Federal Government will move to override state laws in order to give employees on state based employment awards the option to choose their own superannuation fund....
Accounting
The financial planning and fund management industries will push for accountants to be expelled from a Financial Services Reform Act exemption, claiming they will oversell...
Financial planning
Technology provider Boss Software has incorporated six new next-generation strategic modelling tools into its Dimensions financial planning system as the first stage of a...
Financial planning
Fidelity Investments has bulked up its ranks in order to spearhead its drive into the retail distribution market, after suffering the loss of investment mandates worth al...
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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...