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Key issues ATO looks at in determining death benefits

It is important for advisers to be aware of the key issues the ATO will consider when assessing the tax treatment of death benefit payments, says an industry expert. ....

Craig-day , Colonial-first-state , Private-binding-rulings , Tax-act ,

Former licensee chief takes new role

Helen Blackford, formerly chief executive of Insignia Financial s licensing and professional services businesses, will now lead Nestworth Financial Strategists. ....

Helen-blackford , Paul-barrett , Insignia-financial , Nestworth-financial , Paul-fog , Colonial-first-state , Commonwealth-financial-planning ,

Platform reveals advice firms' top issues

Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. ....

Australia , Australian , Clayton-daniel , Microsoft , Australian-taxation-office , Zoho-one , Colonial-first-state ,

CFS passes $1bn on Edge platform

Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ....

Australia , Australian , Colonial-first-state , Kelly-power ,

CFS sources replacement managers after FSI investment team closures

Following the closure of four investment teams last month by First Sentier Investors, Colonial First State has proposed multiple replacement managers for the CFSIL funds. ....

Australia , Blackrock , South-australia , Daintree , Queensland , Australian , Janus-henderson , David-allen , Longwave-australian-small-companies , Investment-fund , Macquarie-australian-emerging-companies , Colonial-first-state-investments-limited