CC Capital ups bid for Insignia

CC Capital ups bid for Insignia

The bidding war for Insignia Financial has heated up another notch with CC Capital increasing its offer to $4.60 per share.
Treasury consultation questions cost/benefit of adviser ATO access

Treasury consultation questions cost/benefit of adviser ATO access

A Treasury consultation paper has questioned whether many financial advice businesses have the scale to safely handle client tax information.
Adviser numbers quietly turning positive

Adviser numbers quietly turning positive

Financial adviser numbers have been quietly growing over the past six months but are still below the 15,500 mark.
ASIC website browser image

Career public servant appointed as ASIC CEO

Mike Taylor 17 January 2025

Financial Planning

No Comments

ASIC has turned to a career public servant as its new CEO, appointing 30-year ACCC veteran, Scott Gregson to succeed Greg Yanco.

Liquidity Market

Bell Financial projects 26% jump in full year profit

Yasmine Raso 17 January 2025

Funds Management

No Comments

Bell Financial released its unaudited full year results on the ASX, expecting to post a 26 per cent increase in profit after tax to $30.7 million.

ASIC Banning

Tribunal upholds TPB sanctions against tax agents

Yasmine Raso 17 January 2025

Accounting

No Comments

The Tax Practitioners Board has welcomed the ART’s decision to uphold sanctions brought against disqualified tax agents in three cases.

new appointment

Former Insignia licensee manager joins Encore Advisory

Yasmine Raso 17 January 2025

Financial Planning

No Comments

The former GM of an Insignia licensee, Brendan Johnson, has joined Encore Advisory Group as Advice Specialist and Business Coach.

Inspector Clouseau character

Academic canvasses extending DDO to personal advice

Mike Taylor 16 January 2025

Financial Planning

11 Comments

Extending the DDO regime to cover personal financial advice and undertaking shadow shopping have been canvassed to address CSLR costs.

Finger pushes tax button

Tax debt changes will inappropriately punish honest taxpayers

Mike Taylor 16 January 2025

Accounting

No Comments

The FAAA has joined with accounting groups in opposing changes which would increase the cost of tax debts to individuals and business.

Document files

FAAA’s CSLR FOI quest gleans not much

Mike Taylor 16 January 2025

Financial Planning

One Comment

The FAAA has expressed frustration with the Government after its efforts to pursue FOI around the CSLR have gleaned ‘virtually nothing’.


INDUSTRY NEWS

FSI_Video

Our watch list of winners for the next decade

Financial Newswire Contributor 1 December 2024

Industry News

No Comments

The composition of the ASX is changing – and keeping abreast of ‘new winners’ is key according to First Sentier Investors.

Fixed income markets: When the stars align

Financial Newswire Contributor 1 November 2024

Industry News

No Comments

Fixed income markets offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle. 

3 Lessons from 20 Years of investing in Australian Equities

Financial Newswire Contributor 1 November 2024

Industry News

No Comments

Successful investing in Australian equities requires finding high quality businesses and avoiding permanent capital loss. Here we show you how.

Reporting season podcast: temper your enthusiasm (slightly)

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Companies tempered growth promises heading into 2025. Explore encouraging economic indicators and stocks we think have earnings growth potential.


ASIC website browser image

Career public servant appointed as ASIC CEO

Mike Taylor 17 January 2025

Financial Planning

No Comments

ASIC has turned to a career public servant as its new CEO, appointing 30-year ACCC veteran, Scott Gregson to succeed Greg Yanco.

new appointment

Former Insignia licensee manager joins Encore Advisory

Yasmine Raso 17 January 2025

Financial Planning

No Comments

The former GM of an Insignia licensee, Brendan Johnson, has joined Encore Advisory Group as Advice Specialist and Business Coach.

Inspector Clouseau character

Academic canvasses extending DDO to personal advice

Mike Taylor 16 January 2025

Financial Planning

11 Comments

Extending the DDO regime to cover personal financial advice and undertaking shadow shopping have been canvassed to address CSLR costs.

FIIG & Equity Trustees in responsible entity agreement

MUFG enters strategic partnership with Tata

Mike Taylor 15 January 2025

Superannuation

No Comments

Major superannuation administrator, MUFG has entered into a product and technology partnership with Tata Consultancy Services.

Market graphs on top of map of Europe

AustralianSuper ups ante on European property

Mike Taylor 15 January 2025

Superannuation

No Comments

AustralianSuper has again flexed its global investment muscle taking a 50% stake in a European industrial and logistics portfolio.

Christmas drinks

APRA’s $70,000 Christmas bash – in whose interest?

Mike Taylor 14 January 2025

Superannuation

8 Comments

The Australian Prudential Regulation Authority is yet to explain whether funding its Christmas bash fits with member best interest.

SSGA

Long-term insto investors start 2025 solidly overweight equities

Mike Taylor 15 January 2025

Investment

No Comments

Reflecting the current mood of the market, long-term institutional investors have started 2025 solidly overweight equities.

Liquidity Market

Will history repeat itself with capital markets and Trump 2.0?

Yasmine Raso 14 January 2025

Investment

No Comments

Investment data analysis has delivered clarity amid the chaos and has helped shape Janus Henderson’s optimism about capital markets in 2025.

Australia GDP Recovery

Australian GDP recovery on track despite ‘sticky’ inflation, high interest rates

Patrick Buncsi 13 January 2025

Investment

No Comments

Australia may look forward to a gradual recovery in GDP this year after a historically laggard 2024, new analysis reveals.