Folkestone expands distribution team

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Folkestone Funds Management, part of the ASX listed Folkestone group (ASX: FLK) announced the appointment of Monica Hood as Business Development Manager. Monica joins Folkestone’s distribution team with specific emphasis... Read more continue reading

Templeton Global Growth Fund Ltd announces improved shareholder returns and continuing portfolio outperformance

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Templeton Global Growth Fund Ltd (“Company”; ASX Code TGG), an Australian listed investment company (LIC), yesterday announced its FY17 results, noting improved shareholder returns including continuing strong performance of its... Read more continue reading

AWS founder welcomes Sam Koranias as new planner to the practice as growth plans gain momentum

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Australian Wealth Solutions (AWS) founder and principal Sam Zervides has announced Sam Koranias has been appointed an authorised representative of the Melbourne headquartered financial services practice as the growth plans... Read more continue reading

MBS Insurance realises business goal by promoting two new partners from within the practice

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MBS Insurance partners Kris Mason and Drew Burden have announced that financial advisers Chris MacKenzie and Brent McCullough have been promoted to partners of the Sydney headquartered specialist risk advice... Read more continue reading

Bendigo and Adelaide Bank named top non-major business bank

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Bendigo and Adelaide Bank, Australia’s fifth largest full service retail bank, has been named Australia’s best non-major business bank for 2017. Bendigo Bank received the award at the RFI Group’s... Read more continue reading

Charter Hall Direct new PFA Fund targets 7.25% per annum income

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One of Australia’s largest unlisted managers of investment-grade office buildings, Charter Hall Direct Property, today announced the launch of a new unlisted office property fund for retail investors, self managed... Read more continue reading

AMP Capital secures record commitments of US$4.1 billion for infrastructure debt strategy

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AMP Capital  has reached final close on the AMP Capital Infrastructure Debt Fund III (IDF  III), raising US$2.5 billion for the mezzanine debt strategy, an additional  US$800 million in co-investment... Read more continue reading

MyState reports NPAT of $30.1 million

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MyState Limited, the banking and wealth management group, today announced a net profit of $30.1 million for the year to 30 June 2017, slightly below the underlying net profit of... Read more continue reading

Trusts are now in the Opposition’s sights – investors urged to consider alternatives

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“The recent tax hikes on contributions to super have significantly eroded the potential retirement savings of many Australians. Super isn’t necessarily the most tax-effective savings plan out there anymore.” These... Read more continue reading

Australia’s first financial advice certification mark announced: Certainty Advice

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Certainty Advice Group has announced a certification mark for ethical financial advice. It’s a first in Australia. “Since 2005, we have always had a simple objective,” says MD of Certainty... Read more continue reading