TRUSTEE

Superannuation

David Shirlow looks at new developments affecting cashing and transfer of UK superannuation benefits for Australian residents....

Financial planning

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

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...

Editorial

With increasing litigation and concerns over professional indemnity insurance, Macquarie’s David Shirlow believes his presentation has particular relevance. Julie Bennett...

Superannuation

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...

Financial planning

John Wilkinson covers a mock court case that details the fall-out when advisers fail to really know their clients....

Funds management

The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....

Superannuation

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...

Superannuation

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...

Financial planning

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 ...

Financial planning

IOOF is facing potentially damaging legal action from aggrieved investors who lost money in traded policies with AM Corporation (AM Corp)....

Financial planning

The Australian Parliament’s primary supervisory watchdog, the Australian National Audit Office, has recommended tightening the Australian Prudential Regulation Authority’...

Editorial

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...

Funds management

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 ...

Editorial

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...

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MARKET INSIGHTS

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

21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 5 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 6 days ago

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

1 day ago