SELF-MANAGED SUPER FUNDS

Financial planning

The $350 million Cromwell Property Fund (CPF) has been added to a number of investment platforms and products following the activation of a limited monthly withdrawal fac...

Financial planning

Hindal is about to launch a managed fund offering a lowly correlated alternative investment class to the major asset classes in the form of purchasing and holding histori...

Financial planning

The Supreme Court of Queensland has re-affirmed the appointment of receivers and managers to an unregistered property investment scheme and extended orders to preserve th...

Superannuation

Australia’s super industry may experience a boom in the number of self-managed super funds, following the passing of legislation this week, predicts Super Concepts....

Financial planning

Draft regulations on the operation of the ‘Simplified Superannuation’ legislation have been released for public comment by the Minister for Revenue and Assistant Treasure...

image
Editorial

Strong growth in funds under administration helped WHK Group post a record net profit of $12.39 million, an increase of 15 per cent on the previous half-year result of $1...

Superannuation

Financial planners are now involved in instigating more SMSFs than accountants, according to a new IFSA/Investment Trends survey of the sector....

Superannuation

Absolute return fund of hedge funds (FOHFs) are indispensable to self-managed super funds (SMSFs) for both returns and diversification, according to HFA Research investme...

Financial planning

A Melbourne-based boutique fund manager is launching the first retail investment product in Australia that fully meets Islamic Shari’ah law....

Financial planning

Planners would benefit from greater education about separately managed accounts according to the head of a leading financial services company boosting its involvement in...

Superannuation

Abstract Long...

Financial planning

Griffin Financial Services director, Ray Griffin, says he has eschewed annuities since the 90s when rates became less favourable. He prefers to go direct to market to cre...

Financial planning

The Australian Securities and Investments Commission (ASIC) is currently working on a project that aims to crackdown on people providing unlicensed financial advice....

Financial planning

Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

4 days 23 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