TRUSTS

People & Products

Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....

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Features

With an ageing population, increasing longevity and policy reform making superannuation a less suitable tool for leaving wealth, Hannah Wootton looks at what structures p...

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Financial planning

The Australian Securities and Investments Commission (ASIC) has given the green light to businesses to provide customers with information in digital form....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 8 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 12 hours ago