David Shirlow looks at new developments affecting cashing and transfer of UK superannuation benefits for Australian residents....
IOOF began trading on the Australian Stock Exchange at midday today at $3.80 - a 65 cent premium over the facility price of $3.15 per share....
Financial planning group Lowell Flinders Group (LFG) has revealed ambitions of becoming a 'dealer of dealers' and is close to signing up a number of financial services gr...
With increasing litigation and concerns over professional indemnity insurance, Macquarie’s David Shirlow believes his presentation has particular relevance. Julie Bennett...
A recent court case decided that a super contribution made just before bankruptcy was protected from the bankruptcy trustee – but, as Peter Bobbin reports, whether or not...
John Wilkinson covers a mock court case that details the fall-out when advisers fail to really know their clients....
The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....
Super splitting laws were supposed to make life easier for divorcing clients – but as Nabil Wahhab reports, when they are reviewed in conjunction with binding death nomin...
With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...
The Australian Securities and Investments Commission (ASIC) has moved to make it easier for corporate groups to satisfy the cash needs requirement under Policy Statement ...
IOOF is facing potentially damaging legal action from aggrieved investors who lost money in traded policies with AM Corporation (AM Corp)....
The Australian Parliament’s primary supervisory watchdog, the Australian National Audit Office, has recommended tightening the Australian Prudential Regulation Authority’...
IOOF has reported strong fundamentals for the 2003 financial year with revenue up 32 per cent to $160 million and an after-tax profit of $34 million, which compares to th...
The Australian Tax Office (ATO) and the Australian Prudential Regulation Authority (APRA) have launched a new online registration system to streamline the starting up of ...
The poor performance of some traditional asset classes is fuelling investor appetite for hedge funds. Craig Phillips asks whether this interest is part of a long-term phe...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...