It’s now more than five years since the commencement of the tax (financial) advice regime. The Tax Agent Services Act 2009 (TASA) was amended, generally with effect from 1 July 2014, to bring individuals and corporate bodies that provide tax advice in the course of giving advice that is usually provided by financial services licensees, or their representatives, within the regulatory regime administered by the Tax Practitioners Board (TPB).
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Tax (financial) advice, five years on…
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A fastidious approach and dedication to ESG
AwardsGeorge Bishay has been in the financial services industry for 25 years and has been named one of FE fundinfo’s Alpha Managers. -
It’s all about data and quantitative analysis
AwardsCoolabah’s co-founder, Darren Harvey, had a fascination with the stock market from a young age and has now been named one of FE fundinfo’s Alpha Managers.Harvey started investing in the stock market during high school after reading a weekly column about the broader investment market in the newspaper. -
Sniffing out value and market behaviour
AwardsGlenn Feben, co-head of fixed interest at Janus Henderson Investors, has always been an active fund manager with the belief market inefficiencies created opportunities to add value. -
Keep it simple and don’t forget about capital preservation
AwardsJanus Henderson’s co-head of Australian fixed interest, Jay Sivapalan has always had an eye for investments and started when he was a university student by investing in a handful stocks with money earnt from his part-time jobs. -
Chasing the big goals
AwardsTheir ability to find and exploit alpha is the main reason Coolabah Capital is able to outperform their peers, according to chief investment officer, Christopher Joye. -
Australia’s inaugural Alpha Managers named
AwardsMike Taylor writes that Alpha Managers are those fund managers who have stood out from their peers in terms of their career-long performance, with 11 being named in the inaugural list developed by FE fundinfo and Money Management. -
Mason Stevens adds distribution head
Funds managementFormer Netwealth head of distribution, Nick Mitchell, will be co-head of distribution with Tim Yule. -
MSC Group launches fund administration platform
Funds managementThe MSC Group has announced the launch of its new fund administration platform. -
AMP Capital appoints head of asset management
People & ProductsRic Gordon has been appointed to the newly-created role of head of asset management, Americas, to its infrastructure equity business. -
Six shades of red and yellow for APRA’s heatmap
Policy & RegulationAPRA’s heatmap will include four investment performance measures that reflect the level of growth or defensive assets and trustees will have no excuse as to why a metric has underperformed.
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