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SELF-MANAGED SUPER FUNDS
Financial planning
While most financial planners probably understand the essentials of handling the accumulation phase of self-managed superannuation funds (SMSF), they will need to know a ...
Financial planning
Lonsdale Financial Group is aligning itself with general life insurance brokers in setting up a number of financial planning practices, which through a process of referra...
Superannuation
Financial advisers do not need to gain extra qualifications to advise on self-managed super funds (SMSFs), apart from the requirements of the Financial Services Reform Ac...
Financial planning
The clients and businesses of lawyers and financial planners have much to gain from professional partnerships. Lucie Beaman reports on the ins and outs of what can be a b...
Financial planning
The Count Financial Group is set to launch an superannuation trustee administration platform in conjunction with Trust, the group created out of the merger between Perman...
Financial planning
Melbourne based financial planning group Glenhurst Corporation will move into the Sydney market after a major actuarial group, boasting $1.3 billion in funds under advice...
Financial planning
The total value of Australia’s superannuation assets has declined for the second consecutive quarter, as the ongoing uncertainty in the world’s investment markets continu...
Financial planning
The Advance Imputation Fund has been given a six star rating by InvestorWeb Research (IWL), with the research house rating the fund as an “exceptional buy.”...
Financial planning
WITH a number of financial planners rapidly approaching their own retirement, succession planning has become a hot topic in the industry. The commonly held view is that p...
Financial planning
More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....
Funds management
Macquarie Bank has rolled out Australia’s first instalment warrants over a listed Exchange Traded Fund (ETF)....
Superannuation
E*Trade Australia has formed an alliance with SuperEasy to offer investors a do-it-yourself superannuation fund online....
Financial planning
Following the enormous success of its global technology fund, Colonial First State is to about launch the Global Health and Biotechnology fund....
Financial planning
Self managed super funds are continuing to go through boom times. With the lead up to June 30, an unprecedented number of self-managed super funds are being es-tablished....
Financial planning
Capital-hungry small enterprises and superannuation funds keen to invest in ven-ture capital businesses have both been given a boost through concessions offered for Poole...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...