INVESTORS

Funds management

Investment adviser Strategic Capital Management (SCM) is urging a cautious approach by investors considering exiting listed property trusts (LPTs), arguing that their rec...

Financial planning

The Australian Securities and Investments Commission (ASIC) has banned a Perth-based investment adviser for three years after making false and misleading statements to in...

Financial planning

The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...

Financial planning

Macquarie Bank has boosted its alternative investments offering to retail investors with the launch of the Macquarie Forestry Investment (MFI) Fund....

Financial planning

Growth-orientated superannuation funds look set to deliver consecutive negative financial year returns for the first time in three decades according to InTech....

Financial planning

The hybrid securities sector remains a heavily concentrated and risky market despite its general growth and positive returns, and presents a range of complex issues for i...

Financial planning

A former company executive has been sentenced to a 12 month jail term, after pleading guilty to six charges laid by the Australian Securities and Investments Commission (...

Editorial

Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....

Editorial

Many property syndicates have such flawed structures they would be completely unacceptable in any other form of managed investment, says Rob Keavney....

Financial planning

Managed accounts can deliver the benefits of managed funds without the complications, says Stephen Robertson....

Financial planning

Managed accounts can provide investors with directly held shares while boosting their tax positon, and as Martin Crabb writes, they do so much better than regular managed...

Financial planning

Behavioural finance has become all the rage in investment circles in recent years, but Dominic McCormick asks does it add any real value?...

Policy & Regulation

The Australian Taxation Office (ATO) has lost a court action brought by investors in a tax-effective scheme when the Federal Court ruled they entered into the scheme for ...

Financial planning

PIR Research Group has launched a new market for agribusiness and property-based managed investment schemes on the Bendigo Stock Exchange (BSX)....

Financial planning

FOR THE second year running Stephen van Eyk has secured a place in the Most Influential list, and deservedly so....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 days 12 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 5 days ago