Global equities specialist fund manager Cooper Investors has had two of its offerings recently included on BT Financial Group’s investment platforms.

Specialist financial modelling provider Optimo Financial has now included insurance bonds in its Pathfinder Online platform driven by client demand.

The Tax Institute has launched the “Grow Today. Master Tomorrow.” initiative to give tax professionals access to key resources and up-to-date information on the profession.

While the SMSF Association has stated it is pleased SMSFs are excluded from the terms of reference for the Royal Commission into banking and financial services, it hoped the commission would have no impact on financial advice reforms.

Private wealth adviser Minchin Moore has announced it is to merge with Sydney-based firm Smythe Financial Management (SFM), effective 1 December.

The Australian Securities and Investments Commission (ASIC) has banned a South Australian authorised representative of Centrepoint-owned Professional Investment Services from providing financial services for three years for being inadequately trained or competent.

SuperConcepts has introduced an online investment product marketplace called Connected Services that allows SMSF members to access various products and services from third-party providers.

Almost 10,000 tax financial advisers still need to apply to renew their registration with the Tax Practitioners Board (TPB) by 1 January, 2018, the board has warned.

The Australian Securities and Investments Commission (ASIC) has commenced proceedings in the Federal Court and obtained interim injunctions against a Perth-based business and its sole director in relation to an SMSF property scheme.