TRUSTEE

Financial planning

A Victorian-based company and holder of an Australian Financial Services Licence that acted as trustee for a number of superannuation funds, Top Quartile Management Limit...

Financial planning

Known in the hedge funds industry as a patient investor, Colonial First State Global Asset Management’s hedge fund team has shown that it pays to be well educated on an i...

Financial planning

Australian Prudential Regulation Authority (APRA) deputy chairman Ross Jones has shed some light on APRA’s perceived non recognition of the role of the financial adviser ...

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Superannuation

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Financial planning

Mercer Wealth Solutions has added a further seven investment options to its superannuation trust, Mercer Super Trust....

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Superannuation

Mariner Financial believes self-managed superannuation funds are increasingly attractive in the lead-up to the Government’s July 1, 2007, superannuation reforms deadline,...

Financial planning

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Financial planning

Major insurer Metlife has moved to sharpen its focus on its core business streams by selling its annuity and pension business to Challenger Life....

Financial planning

Equity Trustees has reported a 92 per cent increase in its net profit for the six months ending December 31.The financial services company recorded a $3.6 million profit,...

Financial planning

Former KLA Australia Investments director Christopher Fearon has failed in his appeal of the disqualification charge brought against him by the Australian Prudential Regu...

Financial planning

Australian superannuation funds have returned to vogue for another year, with the majority of funds posting double-digit results for the 2006 calendar year....

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Superannuation

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Superannuation

Reserving is a strategy advisers should be looking at for self-managed superannuation funds (SMSFs), said Willis Employee Benefits director Lachlan Semple....

Financial planning

Pressure on super funds to move to full daily unit pricing as a means of distributing investment earnings to members is “unfair on the many funds that have well construct...

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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 3 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....

6 days 4 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 4 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 2 days ago