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TRUSTEE
Accounting
A Melbourne based accountant has pleaded guilty to ordering the redeeming of su-perannuation money on behalf of clients who had not qualified for retirement....
Superannuation
The growth in self managed superannuation has grown in recent months as the result of changes in legislation. Ben Smythe investigates what advisers should be telling clie...
Financial planning
Tower Trust has released a new do-it-yourself (DIY) complying pension on the market to sit alongside its existing range of DIY superannuation products....
Financial planning
Tower financial group has acquired master trust and financial planning group Bridges for $168 million, in a move to boost its Australian retail financial services positio...
Superannuation
<B>The new adviser </B>For a number of years, self managed super funds (SMSF) have been considered part-time work for many financial planning professionals across Austral...
Financial planning
The Australian Prudential Regulation Authority (APRA) will appoint a statutory approved trustees (SAT) to thousands of DIY super funds as new regulations come into force....
Financial planning
Australia's first listed accountancy and financial services group Harts Australasia has purchased leading trustee and portfolio management group Cardinal Financial Securi...
Editorial
Perpetual Trustees today announced it had posted a net profit of $40 million for the past financial year, up 31 per cent on the previous year....
Financial planning
An administrator has been appointed to the Victorian Soho Lemon Management scheme. Director Peter Russell-Clarke says he requested an administrator be appointed to protec...
Financial planning
The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...
Financial planning
Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...
Financial planning
Solomon Smith Barney Asset Management Australia have steered away from giving adding an advice model to its new portable superannuation plan....
Financial planning
BT Portfolio Services has more than tripled the size of its wrap service over the past year, raising funds under administration to $1.7 billion....
Financial planning
Rationalisation of the trustee industry has started, with IOOF selling its operation to TowerTrust for an undisclosed sum....
Financial planning
Tower Trust is to remain based in Adelaide, following the acquisition of IOOF’s trust business yesterday....
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MARKET INSIGHTS
Podcast
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...