SMSF Association calls for definitive action on Dixon compensation claims

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The SMSF Association is calling on the Federal Government to end the financial burden of Dixon Advisory’s compensation claims on the financial advice profession. The Association’s plea follows last week’s... Read more continue reading

Lonsec Holdings fully acquired by Generation Development Group Limited

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Lonsec Holdings (Lonsec) is poised to further enhance its position as the pre-eminent provider of investment research, product ratings and managed account solutions as it announces today that its largest... Read more continue reading

Esencia Wealth launches from merger of four like-minded advice firms, targets further M&A

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Financial advice firm Esencia Wealth has opened its new Sydney office at Governor Phillip Tower, following the merger of four advice businesses: Advise Wise, Insight Private Wealth, Sovereign Wealth Partners... Read more continue reading

AFCA Chief Ombudsman named CEO of the Year at LGBTQ+ Inclusion Awards

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The Australian Financial Complaints Authority’s (AFCA) Chief Ombudsman and Chief Executive Officer, David Locke, has been named CEO of the Year at the 2024 Australian LGBTQ+ Inclusion Awards. The award recognises... Read more continue reading

Equip Super boosts leadership team with new CXO

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Leading super fund Equip Super, has announced that the fund has appointed Carrie Norman as the new Chief Experience Officer (CXO). Ms Norman has extensive leadership experience and has worked... Read more continue reading

Philanthropy and tax

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Philanthropy has a double benefit; it plays an important role by supporting charities, not-for-profits and community groups and comes with tax benefits for the benefactor. This article, proudly sponsored by... Read more continue reading

Weekly economic and market update, week ending 31 May, 2024

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Investment markets and key developments Share markets mostly fell again over the last week, as uncertainty around the timing of US rate cuts along with higher bond yields weighed. The... Read more continue reading

Corrs advises Next Capital on A$98 million acquisition of Scentia

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Australia’s leading independent law firm, Corrs Chambers Westgarth, has advised Next Capital on its acquisition of Scentia, a leading Australian education and training provider. Scentia provides education and training services... Read more continue reading

Victor Smorgon Partners Global Multi-Strategy Fund added to Hub24

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Victor Smorgon Partners has announced that its Global Multi-Strategy Fund (GMF) has been added to the Hub24 investment platform, as the fund manager amplifies its presence in the Australian investment industry, paving the way for... Read more continue reading

FAAA names winner of Gwen Fletcher Memorial Award

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The Financial Advice Association Australia (FAAA) has announced Nathan Purnell of SWA Financial Planning as the recipient of the Gwen Fletcher Memorial Award for the first semester of 2024. Named after the late... Read more continue reading