A common theme to arise from the ongoing Royal Commission is a realisation that big does not always mean better. A high proportion of the scandals that have been uncovered…
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We recently attended a briefing by one of our preferred international fund managers. The purpose of the presentation was to highlight to us the depth of research they undertake and…
It has been a busy month of claims for FB Wealth Management in relation to insurance benefits and we wish all affected clients a speedy recovery to good health. The…
Commonwealth Bank of Australia (CBA) has announced a large portion of their Wealth Management business, including Colonial First State (CFS) and Colonial First State Asset Management (CFSGAM), will be demerged….
Headlines like ‘super members being short-changed billions every year’ are common in the media at the moment. While this might sell papers and provide interesting BBQ banter, sometimes there is…
The Royal Commission, which we initially dismissed as irrelevant to our clients and our practice, has morphed into an investigation on many aspects of the Australian financial system, including financial…
On Tuesday 8 May, the federal government handed down its Budget for the 2018-19 financial year. This is the third Budget delivered by Treasurer Scott Morrison and is likely to…
We seem to always be asking our clients for current identification, such as Drivers Licence or Passport. It is a requirement under the Anti-Money Laundering and Counter Terrorism Financing Act…
