Chartpack: Year 2014/15 in Perspective

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Financial Year in Charts & Tables The attached Chartpack showcases the past financial year in charts & tables. The Reserve Bank is expected to stay on the interest rate sidelines... Read more continue reading

Equity Trustees appoints Sydney key account manager

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Equity Trustees Limited has appointed Paul Sleiman as a key account manager in the distribution partners team. Mr Sleiman will report to Eliza Weaving, general manager, distribution partners – funds... Read more continue reading

Corporate super specialists rebrand as Workplace Super Specialists Australia

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The Corporate Super Specialist Alliance (CSSA), an association that represents workplace superannuation specialist advisory businesses, has rebranded as Workplace Super Specialists Australia (WSSA). WSSA CEO, Douglas Latto, said, “What our... Read more continue reading

NAB Wealth confirm new Apogee General Manager

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NAB Wealth has confirmed Brendan Johnson as the new General Manager of Apogee Financial Planning. Mr Johnson brings 17 years of experience across financial planning, practice management and compliance fields.... Read more continue reading

CommInsure launches Annuities via CFS retail platforms

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In an industry-first for platforms, CommInsure the life insurance business of the Commonwealth Bank, yesterday launched a range of annuities via Colonial First State’s award-winning FirstChoice and FirstWrap platforms. Greg Ballard,... Read more continue reading

Award winning financial planning practice joins Fitzpatricks

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Hobart-based Main Street Financial Solutions will join Fitzpatricks Private Wealth following an extensive search and due diligence process. Main Street principals Charles Badenach and Rebecca Fergusson founded their boutique professional... Read more continue reading

Euro area “has the tools” to manage fallout from a Greek exit, says AB

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The euro area is in a better position to handle Greece’s potential exit than it was a few years ago and has the monetary tools to prevent financial market volatility... Read more continue reading

Redpoint awarded global equities mandate from MLC

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Redpoint Investment Management (Redpoint) has been awarded a significant global equities index mandate from one of Australia’s largest wealth managers, MLC Investments (MLC). Redpoint will manage the global shares strategy... Read more continue reading

Families can still take advantage of aged care rule changes

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Significant changes to the rules for aged care means-testing last year has major implications for those in aged care who still own their family home. For advisers, a thorough understanding... Read more continue reading

AFA calls for respectful debate

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Following the release last week of the Life Insurance Framework (Framework), the Association of Financial Advisers (AFA) has called for rational, respectful debate and has condemned inappropriate and racist comments... Read more continue reading