Banking Royal Commission to put financial advice in the spotlight

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The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services will place ongoing scrutiny on the financial advice industry, Jordan George, SMSF Association, Head of Policy, told its National Conference yesterday. He... Read more continue reading

Professor Ralston appointed to chair SMSF Association

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The SMSF Association has announced the appointment of Professor Deborah Ralston as its new chairperson, effective from the end of this year’s National Conference. Prof Ralston, who joined the board... Read more continue reading

Managing family expectations can help avoid challenges to Wills

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The growing trend for people to challenge Wills is set to continue as baby-boomers leave significant wealth behind – but perhaps not in the way that family members expect, says... Read more continue reading

Avenir Capital expands analyst team

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Multi-award-winning Australian boutique fund manager, Avenir Capital has strengthened its global investment team with the appointment of experienced analyst, Curtis Cifuentes, as Investment Director. Mr Cifuentes joins Avenir from Platinum... Read more continue reading

Madison Group recommits to OneVue Platform

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OneVue has announced it has signed a 5 year extension agreement with the Madison Group’s white label WealthPortal, OneVue’s largest Platform Services client. The signing has reinforced both parties’ commitment... Read more continue reading

Draft TRIS legislation gets thumbs up from SMSF Association

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The Government’s decision to release exposure draft legislation to ensure that a Reversionary Transition to Retirement Income Stream (TRIS) automatically transfers to eligible dependants on the death of the primary... Read more continue reading

Information on new professional standards for financial advisers now available on ASIC website

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The Australian Securities and Investments Commission (ASIC) has created a new section on its website to help financial advisers navigate the incoming professional standards requirements. The new requirements are aimed... Read more continue reading

Moneysoft and managedaccounts.com.au join forces to help advisers drive efficiency and client engagement

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Moneysoft has partnered with managedaccounts.com.au to offer its personal money management solutions to all financial planning practices using the ASX-listed online platform provider. Under the agreement, advisers receive preferential pricing... Read more continue reading

The New Payments Platform launched

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Payments infrastructure that enables customers with accounts at different banks, building societies and credit unions to make real-time data-rich payments to each other any time of day, any day of... Read more continue reading

Leading investment management firms, BetaShares and Legg Mason, form Active ETF strategic partnership

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Leading Australian ETF Manager, BetaShares, and Legg Mason, one of the world’s largest funds management groups, today announced a long-term strategic partnership, to launch a range of Active ETFs. Legg... Read more continue reading