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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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