PROPERTY

Superannuation

<B>The new adviser </B>For a number of years, self managed super funds (SMSF) have been considered part-time work for many financial planning professionals across Austral...

Financial planning

The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...

People & Products

Former GIO Asset Management chief executive Mark Dutton has been named chief investment officer of ipac securities....

Financial planning

The risk of litigation and class actions against planners will increase as clients become more knowledgeable about investing, warns industry doyen David Bleakley....

Financial planning

The Australian Securities and Investment Commission (ASIC) is unfairly hounding managers of strata investments who comply with the Managed Investments Act while allowing ...

Funds management

An Australian property exchange will be launched within months and comprise 16 founding members made up of listed property fund groups, according to Property Funds Austra...

Financial planning

Helping to build a fund manager only to see it sold to a third party was one of the reasons why the Matrix Financial Group was formed in June last year....

Financial planning

Australia’s financial advice industry is underpinned by licensing arrangements enforced and administered by the ever shrinking resources of our investment watchdog. Tom C...

Funds management

AM Corporation has launched a property trust, AM Property Plus. The trust currently holds two office buildings – one in Queensland and one in Victoria – and is negotiati...

Funds management

Australian equities got off to a dismal start to the new financial year after a huge rally in the last month of the previous financial year....

Financial planning

Sage Global Fund has launched a venture capital vehicle for ethical investments in biotechnol-ogy and agriculture....

Financial planning

Assirt has slapped a hold notice on Paladin property trusts following the decision by Norwich and Paladin minority shareholders to offload the group to Deutsche Asset Man...

Financial planning

IFSA members should vote on all company internal issues where they have voting rights, despite recent media speculation of a policy change, says chief executive Lynn Ralp...

Financial planning

Investors have failed to grasp the concept of gearing, even though the majority of wealthier clients gear into their own homes, according to former FPA president Russell ...

Financial planning

Former GIO Asset Management chief executive Mark Dutton has been named chief investment officer of ipac securities....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months 1 week ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 3 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 2 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 3 days ago