Treasury tax deduction denial counter-productive

Treasury tax deduction denial counter-productive

Treasury has been warned that its heavy-handed approach in denying deductions for the general interest charge will prove counter-productive.
Audit office points to ATO’s target miss

Audit office points to ATO’s target miss

The Auditor-General has pointed the Senate Economics Committee towards a report detailing the ATO's target miss on related party debt.
Expulsion for licensee over AFCA fee failure

Expulsion for licensee over AFCA fee failure

A credit licensee who failed to pay his membership fees to AFCA and his ASIC levy has found himself expelled from the EDR regime.

Ex-GBST senior jumps into strategy role at self-licensing firm

Yasmine Raso 22 October 2024

Financial Planning

No Comments

Ashley Mahadeea has joined self-licensing and compliance services provider, My Dealer Services (MDS) as Head of Strategy.

Man balances on see-saw

Investors to remain cautious of striking right valuation balance: Amundi

Yasmine Raso 22 October 2024

Funds Management

No Comments

Amundi has warned investors to tread carefully as the market continues to anticipate the next policy moves from global central banks.

Tony Perkins

IAM appoints wealth veteran to head up new securities funds

Patrick Buncsi 22 October 2024

Funds Management

No Comments

Income Asset Management (IAM) has appointed wealth industry veteran Tony Perkins to oversee its new range of income-generating securities products.

AML/CTF

Call to split adviser/product provider AML/CTF obligations

Mike Taylor 21 October 2024

Financial Planning

One Comment

Advisers should not be exposed to pressure from product providers to take AML/CTF responsibility for reporting unusual transactions.

Clarity urged around using AI in advice

Mike Taylor 21 October 2024

Accounting

One Comment

Major accounting group, CA-ANZ has pointed to the implications for both accountants and financial advisers who use AI in advice delivery.

stuart haigh spire capital

Spire Capital’s niche play in data centre boom nears completion

Staff Writer 21 October 2024

Funds Management

No Comments

Spire Capital is approaching the final stretch of a seven-year strategy to leverage the global demand for data infrastructure.

New appointment

Franklin Templeton appoints new VIC sales director

Yasmine Raso 21 October 2024

Funds Management

No Comments

Franklin Templeton has boosted its distribution presence in the Victorian market with the appointment of Rebecca Morgan as Sales Director.


INDUSTRY NEWS

Aussie credit stacks up

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Western Asset believes that Australian credit is not a one-size-fits-all solution. Learn how the inclusion of “plus” sectors into the asset mix can im

Fixed income markets: When the stars align

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

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

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.

Quoting in the MLC Life Insurance Adviser Portal is now easier and faster than ever 

Financial Newswire Contributor 30 August 2024

Industry News

No Comments

Discover how to get a quote quicker than a cup of coffee. 


Ex-GBST senior jumps into strategy role at self-licensing firm

Yasmine Raso 22 October 2024

Financial Planning

No Comments

Ashley Mahadeea has joined self-licensing and compliance services provider, My Dealer Services (MDS) as Head of Strategy.

AML/CTF

Call to split adviser/product provider AML/CTF obligations

Mike Taylor 21 October 2024

Financial Planning

One Comment

Advisers should not be exposed to pressure from product providers to take AML/CTF responsibility for reporting unusual transactions.

Clarity urged around using AI in advice

Mike Taylor 21 October 2024

Accounting

One Comment

Major accounting group, CA-ANZ has pointed to the implications for both accountants and financial advisers who use AI in advice delivery.

Balancing pass and fail

Vast majority of failed TDP super products have ‘ceased’

Mike Taylor 18 October 2024

Superannuation

No Comments

APRA has wasted no time in cracking down on failed TDP products with the ‘vast majority’ now having ceased or intending to cease.

AMP Building

Super outflows continue to challenge AMP

Mike Taylor 18 October 2024

Investment

One Comment

With its financial advice transaction well on foot and despite platform momentum AMP still needs to to work on reducing super outflows.

Data sharing and exchange

AustralianSuper $2.2b US data centre play

Mike Taylor 17 October 2024

Fintech

No Comments

AustralianSuper has made a major play into the US data centre market via a $2.2b investment in US firm, DataBank.

Tony Perkins

IAM appoints wealth veteran to head up new securities funds

Patrick Buncsi 22 October 2024

Funds Management

No Comments

Income Asset Management (IAM) has appointed wealth industry veteran Tony Perkins to oversee its new range of income-generating securities products.

AMP Building

Super outflows continue to challenge AMP

Mike Taylor 18 October 2024

Investment

One Comment

With its financial advice transaction well on foot and despite platform momentum AMP still needs to to work on reducing super outflows.

Digital advice

JANA to consult on VIC construction industry’s long service scheme

Yasmine Raso 18 October 2024

Investment

No Comments

LeavePlus, the portable long service leave scheme for Victorian construction workers, has selected JANA Investment Advisers as asset consultant.