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Showing 11301 - 11310 of 18276 results for "Plan"

SMSFs exposed in related party transactions

ALISON BEVEGE  |  TUESDAY, 16 AUG 2011
Self-managed super funds can buy property from related parties but they are better off paying market rates and behaving as if at arm's length, a superannuation legal expert has said. Maria Siu, special counsel on Superannuation for Townsends Business ...

Advisers prep for 'back-to-basics' investing

ELISE BURGESS  |  MONDAY, 15 AUG 2011
A return to safe investments and investor aversion to risk is predicted following recent market fluctuations, but advisers are firm that strong planning principles remain the same. Perpetual Private Wealth has predicted a return to 'back-to-basics' ...

Black swans test strength of portfolio construction

ALISON BEVEGE  |  MONDAY, 15 AUG 2011
Black swan events occur much more frequently than modeling predicts, a seminar heard on Friday, so portfolios need to be designed to withstand unpredictable turbulence. Tom Robinson, managing director of education at the CFA Institute, a global organisation ...

Delaney retires amid MTAA board restructure

MATT WOODINGTON  |  FRIDAY, 12 AUG 2011
Michael Delaney is to step down as chief executive officer of MTAA Super in November as part of a major board restructure at the fund. A successor for Delaney, who has been in charge of MTAA since its inception in 1989, will be found later this year ...

ANZ planners receive funding facility

ELISE BURGESS  |  FRIDAY, 12 AUG 2011
ANZ financial planners will have the option to use a new funding facility from ANZ to expand their businesses or refinance their existing practices, as part of the group's broader recruitment and succession strategy. Just launched, the ANZ Practice ...

Investors eye aged care infrastructure

ELISE BURGESS  |  FRIDAY, 12 AUG 2011
Foreign and domestic investors are circling the aged care infrastructure industry after this weeks final report on the aged care sector from the Productivity Commission gave way to mergers and acquisitions opportunities for domestic and foreign investment. ...

PFS consultants take equity stakes

MATT WOODINGTON  |  THURSDAY, 11 AUG 2011
Independent consultancy firm Professional Financial Solutions has appointed four new directors, all of whom are senior consultants at the firm. Martin Fitzpatrick, Thach Huynh, Rebecca Johnstone and Simone Knight will also become new equity partners ...

Greed is good

BENJAMIN ONG  |  THURSDAY, 11 AUG 2011
"I started a joke, which started the whole world crying..." -Bee Gees Just when the Fed appeared to have quieted things down, someone screamed, 'boo'. And in the current jittery state the financial markets are in - investors will shoot first and ask ...

Bond broker targets WA planners

MATT WOODINGTON  |  WEDNESDAY, 10 AUG 2011
Fixed income broker FIIG Securities has opened an office in Perth to provide bond investment services to financial planners in Western Australia. FIIG, which has over $6 billion in term deposits under advice, will give WA planners access to short term ...

Fed move checks markets

BENJAMIN ONG  |  WEDNESDAY, 10 AUG 2011
When the going gets tough, the Fed gets going. Ok, ok. I was wrong - no need to throw it back at my face. I expected the US Federal Reserve to provide a circuit breaker in the form of a third QE. I was wrong! Big Ben did this small Ben one better. B-I-N-G-O! ...