master trust

Financial planning

The big get bigger, the small get the picture

There are now more than 120 different master trusts on offer in Australia. Some think this number will grow, others say it will shrink to less than 10.<B> Simon Segal</B>...

Financial planning

Life under the new master trust regime

In light of changing legislation and new policies from regulators, the industry is re-evolving in the areas of master trust and wrap accounts. Richard Shermon explains ho...

Superannuation

A super opportunity at the big end of town

The changing face of superannuation has opened new markets for planners to service. While small scale super has been an easy target, Chris Kelaher examines how planners c...

Financial planning

Saunders takes on Asgard mantle

Caroline Saunders has moved into the newly created position of investments and insurance director at Sealcorp....

Financial planning

BT streamlines team roles

BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations....

Financial planning

Tom Collins: Fees or commissions – is that the real debate?

Fees or Commissions – is that the real debate Two things worry me about the fees vs commissions debate. Firstly are we only considering it from our own perspective – hav...

Financial planning

Tower buys Bridges for $168m

Tower financial group has acquired master trust and financial planning group Bridges for $168 million, in a move to boost its Australian retail financial services positio...

Financial planning

SMF hits billion dollar mark

SMF Funds Management has grown to more than $1 billion funds under manage-ment during the last financial year, with the company estimating a 50 per cent in-crease on this...

Financial planning

Matrix talks master trusts

Matrix Financial Group is poised to sign up with a master trust supplier, according to managing director Allison Dummett....

Financial planning

Practice Management – Back office freedom comes with a price

Being an adviser is a tough job these days. Not only are advisers responsible for helping their clients to increase their wealth, they also need to focus on the value in ...

Financial planning

BT march into corporate super

BT Funds Management’s corporate superannuation master trust business has al-most doubled funds under management over the past year, with $700 million under management at ...

Financial planning

Zurich takes on back office

Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....

Financial planning

Plum moves into corporate super express lane

In January this year, Plum Financial Services blew out the candles on its second birthday cake. The group, a joint venture between MLC and Vanguard, formed with the spec...

Financial planning

Corporate super out of the too hard basket

AM Corporation's general manager business development and adviser services, Graham Davison calls it "the biggest financial planning opportunity I have seen in 20 years." ...

Superannuation

Bourse expands into superannuation

Online financial services group Bourse Data has continued its aggressive program of expansion with the establishment of a superannuation business unit....