SUPERANNUATION FUNDS

Financial planning

Portfolio Partners is to incorporate locally sourced hybrid fixed interest products in its Premier Fixed Interest trust launched today....

Financial planning

Supplying a complete administration service for self managed superannuation funds is where the major opportunities lie for planners in superannuation according to Tower T...

Financial planning

The transition of portfolio assets when changing fund managers is resulting in higher costs and loss of performance for superannuation funds according to Frank Russell tr...

Superannuation

Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....

Financial planning

Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....

Financial planning

A Federal MP is hoping to start a regional pooled development fund (PDF) that will invest in specific industries operating in the western suburbs of Melbourne....

Financial planning

The Australian Labor Party has called for a bipartisan review of superannuation following re-search revealed most Australians believe they are not paying enough super to ...

Financial planning

The vast majority of Australia’s 12 million superannuation fund members will be smiling when they receive their superannuation statements in the next few weeks....

Financial planning

Your average person is usually at great pains to avoid admitting their mistakes, especially when it comes to the future of financial planning. But then again, Tom Collins...

Financial planning

The final movement of funds from the Queensland Investment Corporation (QIC) has jettisoned the National to the top of the master custodian tables ahead of State Street....

Financial planning

A recent report by Rice Kachor predicts that Australia’s financial services industry will swing convincingly to the retail side of the industry by 2010. Stuart Engel look...

Superannuation

The federal government has warned self managed superannuation funds to obtain an Australian Business Number or risk hassles later on....

Financial planning

Treasurer Peter Costello’s mention of the “s” word following his budget address has brought a chorus of approval and demands from the financial services industry....

Financial planning

The final movement of funds from the Queensland Investment Corporation (QIC) has jettisoned the National to the top of the master custodian tables ahead of State Street....

Financial planning

The Australian Investment and Securities Commission (ASIC) has begun court proceedings after an investigation into losses incurred by the Employees Produc-tivity Award Su...

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MARKET INSIGHTS

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

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 1 week ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 2 weeks ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

3 weeks 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 weeks 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 weeks 3 days ago