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SELF-MANAGED SUPER FUND
Financial planning
Quantum Group has bridged the gap between financial planners and residential property through the development of a real estate product for self-managed superannuation fun...
Financial planning
Will create time and cost savings for advisers of self-managed super fund clients....
Editorial
Investors who are under financial pressure may be tempted to artificially create losses....
Financial planning
Financial planners increasingly looking to reverse mortgages as a financial strategy for retiring clients who need access to home equity....
People & Products
Focus on self-managed super fund and direct equities clients....
Editorial
The heads of two of Australia’s leading investment research houses have signalled a return to relevance for active investment managers....
Financial planning
Active management in a volatile market has the potential to deliver better returns after fees than index funds...
Financial planning
Financial planners have been warned that estate planning is about more than just making a will and that they risk curtailing possible revenue streams if they fail to unde...
Financial planning
Former High Court Judge Sir Anthony Mason believes failures such as Westpoint and Storm point to the need for tighter regulation of financial services....
Editorial
Industry players have begun voicing their concern about the increasing possibility of a removal of tax-free withdrawals from superannuation in light of the global financi...
Policy & Regulation
Taxation academic suggests that the current economic downturn has provided an opportunity for the Government to rethink tax arrangements for superannuation, including its...
Financial planning
Taxation expert warns planners about conflicts of interest implications if they are involved in transferring retirement funds from overseas into products that generate co...
Superannuation
But the Commissioner of Taxation said the ATO can provide relief for trustees being buffeted by current market conditions....
Financial planning
BT Financial Group is launching a three-year program to provide faster direct equities trading and improved market information and trading tools on its wrap platform....
Financial planning
Lure is greater potential revenue streams....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...