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Financial planning
The term retail means less now than what it did five years ago....
Funds management
One of the few remaining funeral bond provider, the Melbourne-based State Trustees has dropped AMP Henderson as investment manager on its funeral bond....
Financial planning
Paul Lahiff is a man with rollback on his mind, and it has nothing to do with the GST....
Accounting
Permanent Trustees and Garrisons have continued the trend of acquiring accoutancy firms with separate announcements that they have completed the purchase of a number of ...
Financial planning
Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....
Financial planning
Planners who help clients set up self managed superannuation funds must also tackle the issue of who will be the trustee. Ben Smythe examines how an external third party ...
Financial planning
The Government’s options paper for the reform of the regulatory environment surrounding superannuation was developed, according to the Minister for Financial Services Joe...
Financial planning
More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....
Superannuation
This week, Ramani (SG) Venkatramani, the general manager of APRA’s diversified institutions division, will fly to a conference of worldwide pensions industry representati...
People & Products
The Australian Prudential Regulation Authority (APRA) has striped Harts Staff Superannuation as the corporate trustee of the Harts Australia Staff Superannuation Fund, ap...
Superannuation
One of the most difficult parts of the job that financial planners do is helping their clients to plan for the consequences of their death. It is safe to assume that most...
Financial planning
Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...
Financial planning
The Australian Securities and Investments Commission (ASIC) has taken one investment adviser to court, put two behind bars and banned a stockbroking representative in sep...
Financial planning
BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...
Financial planning
Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...