SMSF trustees need to move quickly to apply for CGT relief

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The clock is ticking for self-managed super fund (SMSF) trustees who want to apply for Capital Gains Tax (CGT) relief under transitional provisions that began on 1 July 2017, says... Read more continue reading

When is it fit and proper for ASIC to cancel licences?

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The ASIC Enforcement Review Taskforce released its third Position and Consultation paper in June 2017 (the Position Paper). The paper explores how to strengthen ASIC’s licensing powers. Over the next five posts... Read more continue reading

MetLife appoints Head of Retail Sales

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MetLife has appointed Matt Lippiatt to lead its retail sales team, as part of the development of its retail life insurance offer which will launch to advisers and brokers in... Read more continue reading

ASIC update on interest-only home loans

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ASIC has provided an update on its targeted review of interest only home loans. Announced in April 2017, the review was a targeted industry surveillance examining whether lenders and mortgage... Read more continue reading

Lazard Australian Diversified Income fund receives highest Lonsec rating

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The Lazard Australian Diversified Income (LADI) fund has been awarded a ‘Highly Recommended’ rating from leading independent research house Lonsec, which is the firm’s highest rating category*. The actively managed... Read more continue reading

Lonsec Research to power Synchron’s financial advice

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Lonsec Research has partnered with Synchron to provide investment research and consulting services to Australia’s largest non-institutionally owned financial advice group. Synchron’s financial advisers will harness investment product research, market... Read more continue reading

Zurich Fund wins in AREIT category at the 2017 Professional Planner Zenith Fund Awards

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Zurich Financial Services Australia (Zurich) is proud to announce the Zurich Investments Australian Property Securities Fund (“The Fund”) was awarded ‘Winner’ in the ‘AREIT’ category for 2017 at the Professional... Read more continue reading

Wheelhouse Global Equity Income Fund launched to retail market  

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Wheelhouse Investment Partners has launched the Wheelhouse Global Equity Income Fund to the retail market. The fund has been available to sophisticated and institutional investors since May 2017 and aims to deliver improved... Read more continue reading

DomaCom positions for gearing product suite

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Fractional property investment company DomaCom (ASX:DCL) is in the final stages of implementing the required legal infrastructure to create a mechanism by which the Company’s sub-funds can hold debt. The... Read more continue reading

Powerwrap appoints William Davidson as CEO

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Independent platform provider Powerwrap Limited yesterday announced the appointment of William Davidson as Chief Executive Officer. Mr Davidson is currently the Chief Executive Officer of Bennelong Wealth Partners, an independent... Read more continue reading