New appointments at Tyndall AM

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Tyndall AM has made two appointments to further enhance the quality and breadth of its compliance, operations and services it provides to clients and investors. Suzanne Bentley has been appointed... Read more continue reading

Merger of AUI property fund approved by investors

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Investors in Australian Unity Investments’ (AUI) Second Industrial Trust (SIT) have voted in favour to merge with AUI’s Office Property Fund (OPF) at a meeting of investors in Melbourne on... Read more continue reading

SPAA: 500,000 ‘mum and dad’ funds can’t be wrong

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The ongoing strength of the self managed super fund (SMSF) sector was reconfirmed by the release of the Australian Prudential Regulation Authority’s (APRA) quarterly superannuation statistics for 31 March 2013.... Read more continue reading

Active term deposit strategies required in low interest rate environment

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Curve Securities has said the recent historic rate cut demonstrates the need for advisers to access higher term deposit rates than are simply available through most bank, building society and... Read more continue reading

Built for Boomers: Bendigo Wealth’s Income Fund

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People with a mortgage may be breathing a little easier as they see interest rates hit historic lows, but not everybody has a mortgage.  Those relying on income from investments... Read more continue reading

Rising number of online scams

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Reports of e-mail scams to the ATO have tripled to almost 11,000 compared to the same quarter of last year. Second Commissioner Geoff Leeper said the ATO is seeing an... Read more continue reading

Operational risk next hurdle for FoFA compliant financial advice

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Financial planning firms operating in-house portfolio construction functions face having to ‘FoFA-proof’ against looming operational risks embedded in the Future of Financial Advice (FoFA) legislation. This is the view of... Read more continue reading

Lost super heading to ATO

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Australians have just one week before inactive superannuation accounts with less than $2,000 must be sent to the Australian Tax Office. In December the Government passed a new law requiring... Read more continue reading

Balance of power is secret to investor success

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Investors must focus on companies with resilient business models that have the balance of power over  their suppliers and customers, says Pengana Australian Equities Fund manager, Rhett Kessler. Pragmatic investors... Read more continue reading

Rubik signs agreement to purchase Visor Desktop from Macquarie

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Rubik Financial Limited has announced its further expansion into the wealth management space in Australia by entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN... Read more continue reading