From the Source

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FSC supports the Government’s HFT and dark pool proposals

From FSC - Financial Services Council

The Financial Services Council has today supported the Government’s market integrity rules dealing with high frequency trading and dark pools. John Brogden, CEO of the Financial Services Council said: “The... Read more continue reading

21 Nov 2012

TAL appoints General Manager, Corporate Strategy and M&A

From TAL

TAL, Australia’s leading specialist life insurer, has announced that industry stalwart Brad Clarke has joined the company in the newly-created role of General Manager, Corporate Strategy and M&A. Mr Clarke will... Read more continue reading

21 Nov 2012

Global Equity Income Fund launched

From Certitude Global Investments

Certitude Global Investments (Certitude) has launched the Threadneedle Global Equity Income Fund (Unhedged) (‘the Fund’), an Australian registered investment management scheme which invests in the actively managed Threadneedle Global Equity Income... Read more continue reading

20 Nov 2012

AMP Bank launches first loan for SMSFs

From AMP Bank Limited

AMP Bank has launched its first loan product for the self-managed super fund (SMSF) market – AMP SuperEdge – with a competitive variable interest rate of 6.70 per cent per... Read more continue reading

20 Nov 2012

Lonsec Recommended rating for EQT fund

From Equity Trustees

Lonsec has rated Equity Trustees Limited’s (EQT) Australian equities fund, the EQT Wholesale Flagship Fund, for the first time, giving the fund a ‘Recommended’ rating. In its report, Lonsec made... Read more continue reading

20 Nov 2012

TAL continues strong performance

From TAL

Half yearly financial results show that Australia’s leading specialist life insurance company, TAL, continues to perform strongly. The results, released by TAL’s ultimate Japanese parent, Dai-ichi Life, show that TAL’s... Read more continue reading

19 Nov 2012

Shartru Wealth opens first office in Newcastle

From Shartru Wealth Management

Newly formed financial advisory group, Shartru Wealth Management, is pleased to announce the official launch of its first office, located in Newcastle. The office will be opened in conjunction with... Read more continue reading

16 Nov 2012

Advance appoints Australian equities portfolio manager

From Advance Asset Management

Advance Asset Management has added a specialist to their line-up of portfolio managers and appointed Mary Feros as Australian equities portfolio manager. With over 20 years experience in financial services... Read more continue reading

15 Nov 2012

AMP unveils upgrades to North platform

From AMP Financial Services

AMP’s market leading North platform has rolled out a number of enhancements to improve performance and cement its position as a leading full-service online platform. Key features include: The introduction... Read more continue reading

15 Nov 2012

Lonsec awards ‘Recommended’ to Bennelong Kardinia fund

From Bennelong Funds Management

The Bennelong Kardinia Absolute Return Fund (the Fund) has been awarded a ‘Recommended’ rating by Lonsec. The Fund is managed by Bennelong Funds Management’s boutique, Kardinia Capital, which is headed-up... Read more continue reading

15 Nov 2012

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]