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Superannuation

SMSF trustees need to understand the constraints with respect to related party loans, write DBA Lawyers principals Bryce Figot and Daniel Butler....

Financial planning

A new survey suggests a lack of awareness among Australian investors about interest rates and the time it takes to make a switch to another bank....

Financial planning

Equity lever is a simple investment solution designed for a wide range of investors, including SMSFs....

Superannuation

Investors’ love affair with cash could be heading for heartbreak if they don’t diversify, according to head of Australian Unity Investments, David Bryant....

Funds management

A love affair with so-called 'safe haven' products such as cash will hurt investor returns without proper diversification, according to AUI....

Funds management

Institutional investors across Europe and Asia are seeking regular investment income rather than capital appreciation, a new report by Fidelity Worldwide Investment has r...

Editorial

The increasing acceptance of managed futures is welcome news, but Dominic McCormick believes retail investors should know what to expect....

Superannuation

Average SMSF contributions have grown from $40,700 last year to $47,533 for the 2011/2012 financial year, according to the recently released Multiport SMSF Investment Pat...

Superannuation

SMSF trustees are increasingly turning to term deposits to maximise their returns on cash holdings, according to RaboDirect....

Superannuation

SMSF contributions jumped almost $7,000 on average in the 2011/12 financial year, which also saw a shift away from equities to cash and term deposits....

Funds management

With Australian interest rates likely to continue falling, investors should consider reallocating out of cash and into global equities, according to Threadneedle head of ...

Funds management

Standard & Poor's half-yearly fixed interest peer review said active managers continued to struggle in 2012 as issues in peripheral Europe showed no signs of abating....

Editorial

ipac's Jeff Rogers details the thought processes behind looking through the prevailing investor pessimism and reaffirming the efficacy of long-term strategies....

Superannuation

There are two aspects of the European debt crisis that investors need to consider, according to Paul Taylor, head of Australian equities at Fidelity Worldwide Investment....

Editorial

Like their foreign counterparts, Australian bonds seem to have gone from risk-free return to return-free risk. Matthew Drennan explains why bonds are not the safe haven, ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 1 hour ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago