MORTGAGE

Financial planning

ROBERT KEAVNEY assesses the IFSA Charter on superannuation, and concludes it will lead to a fundamental change in corporate superannuation advice....

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Financial planning

PETER FORREST writes that successfully managing your clients’ cash flow will steal their hearts....

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Financial planning

Receivers and managers have been appointed to troubled City Pacific following the loss of its First Mortgage Fund....

Financial planning

The Australian Prudential Regulation Authority has successfully pursued legal action to recover the assets of the failed Harts Staff Superannuation Fund....

Financial planning

Following the recent restructure, the role of group executive property development finance no longer exists....

Editorial

The focus on fee levels in financial services and investment risks missing the structural flaws and distorting incentives that are also troubling these industries....

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Financial planning

Law firm Financial Redress has reported an uptick in clients making claims against financial institutions' exorbitant fees and charges for mortgages, credit cards and ban...

Financial planning

Australians are feeling cautiously confident in their ability to service debt as falling interest rates take effect and, according to a Genworth Financial mortgage study,...

Financial planning

City Pacific has lost control of its First Mortgage Fund following a Federal Court ruling that appointed Trilogy Funds Management as responsible entity....

Financial planning

Expect to see property investors flush the market after the First Home Owner Boost, writes KRISTY SHEPPARD....

Financial planning

Judge says matter should be resolved quickly to avoid leaving shareholders in limbo....

Financial planning

Even cash funds are starting to get complicated, writes JANINE MACE....

Financial planning

Much of its mortgage processing to be outsourced to an Australian-based specialist, a custody specialist, and elsewhere internally....

Financial planning

A verification count by City Pacific has found that Balmain Trilogy did not receive the required 50 per cent of votes by unitholders of the City Pacific First Mortgage Fu...

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Editorial

Peter Worcester and Paul Resnik continue their examination of the risks involved in borrowing to invest....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks 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 3 weeks ago

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

5 days 13 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 3 days ago

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

2 weeks 1 day ago