POWERED BY MOMENTUM MEDIA
TRUSTEE
Editorial
Despite a growing appreciation for the role of hedge funds in the industry, confusion and misconceptions are still rife. Lucie Beaman reports....
Superannuation
The super splitting law is not as complicated as first thought, Nabil Wahhab says....
Superannuation
Advisers need to take special care when working on estate plans for divorced clients. Julie Bennett reports....
Financial planning
IOOF yesterday launched its Portfolio Services (IPS) platform, a combination of the group’s discontinued MAX and LifeTrack brands, in response to financial adviser and in...
Financial planning
Beacon Financial Services will change its name to Tranzact Financial Services and sell Australia First Superannuation Administration and Australia First Consulting under ...
Financial planning
Count Financial Ltd posted a record 25 per cent increase in after tax net profits today and is set to launch a number of new products and service offerings in the coming ...
People & Products
National trustee company Tower Trust senior executive Peter Cocks left the group last Friday to establish his own consultancy after a career of 15 years....
Financial planning
Promina has continued the renaming of the former Royal & SunAlliance (RSA) group announcing today that the financial services division will drop the RSA moniker and be ca...
Superannuation
Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...
Financial planning
At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...
Financial planning
More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...
Superannuation
The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...
Superannuation
The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....
Financial planning
Tower Trust in New Zealand has been offloaded for NZ$25 million ($22.5 million), after being deemed a non-strategically aligned business operation within the Tower group,...
Superannuation
The long-awaited superannuation and family law legislation that allows couples to divide their superannuation on marriage breakdown came into effect in December 2002. Tan...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...