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MONEY MANAGEMENT
Policy & Regulation
ASFA has welcomed confirmation this morning that the Federal Government will ensure superannuation is included in its international benchmarking of the Australian taxatio...
Financial planning
Financial planners who invested client funds in Westpoint schemes could be facing individual lawsuits over their recommendations....
Financial planning
Acadian Asset Management's Global Equity fund has emerged as the most consistent performer over the past three and five years in an international equity funds survey by P...
Financial planning
There’s no lack of motivation to invest in a international equity fund currently, but decidedly less information about which funds to invest in. Local research on interna...
Financial planning
The corporate regulator remains enthusiastic about creating additional model Statements of Advice (SOAs), despite only a “mutedly positive” response to the initiative fro...
Financial planning
Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...
Financial planning
Scott Keeley decided he had to make a career change by the age of 30, or remain a public servant forever. He chose a career in financial planning and joined a small pract...
Financial planning
Austock Life has acquired Brisbane-based friendly society Manchester Unity Limited, enabling the mutual life company to fulfil the demutualisation wishes of its members....
Financial planning
Investor enthusiasm for managed accounts, which include unified managed accounts, separately managed accounts and wraps, is expected to continue as the value of assets he...
Financial planning
TFS Corporation is expecting to maintain sales of its managed investment scheme woodlots in the current financial year....
Financial planning
Superannuation fund performance tables have come in for another round of criticism with financial planning partner at accounting and financial services firm HLB Mann Judd...
Financial planning
The Financial Industry Complaints Service has put off making a formal decision on whether its rulings can be internally reviewed until early next year....
Funds management
Despite consumer concerns over interest rates, the proportion of investors planning to purchase direct property in the next 12 months has dropped only slightly from 34.8 ...
Financial planning
Shadow shoppers seeking financial planning advice for ASIC’s current shadow shopping campaign are no longer at large....
Financial planning
The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....
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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...