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Showing 14961 - 14970 of 18284 results for "Plan"

Super changes push SMSFs through planner doors

CHRIS NICHOLLS  |  FRIDAY, 17 AUG 2007
Thanks to recent changes in superannuation laws, 55 per cent of all self managed super fund (SMSF) trustees now use planners, up from a third in December 2005, according the latest AMP/Investment Trends Self Managed Super Funds: Investor and Planner ...

CBA plans CommSec Bank

WWW.THESHEET.COM  |  THURSDAY, 16 AUG 2007
Commonwealth Bank is reviewing plans for the transformation of CommSec, its equity and funds brokerage business, into a full service financial institution. CommSec is one of the jewels in the crown at CBA, a point underlined by its strong contribution ...

AUI appoints state manager

MICHAEL HOBBS  |  THURSDAY, 16 AUG 2007
Australian Unity Investments (AUI) has appointed Damen Purcell as state manager in its NSW/ACT business development team. Previously Purcell was Northern Region retail manager with Ausbil Dexia Limited and has worked with Colonial First State and ING ...

Active fund tax burden costs 4pc of returns

CHRIS NICHOLLS  |  THURSDAY, 16 AUG 2007
The extra tax burden of active investing could cost up to $38,000 for a top marginal tax bracket investor with $500,000 in investments, according to Vanguard research. Vanguard's head of retail Robin Bowerman said that while super funds enjoyed concessional ...

Look before you leap

Investors looking to switch fund managers due to the market turmoil should look beyond performance tables and understand the CGT implications of moving their assets, according to finance expert Michael Hutton. Hutton, a financial planning partner with ...

Avoid mistakes and we'll minimise regulation: Pearce

ALEX DUNNIN  |  WEDNESDAY, 15 AUG 2007
If the financial services industry wants less government regulatory intervention it should introduce more self-regulation and ensure that the industry makes fewer mistakes, said Chris Pearce, parliamentary secretary to the Treasurer. "The main reason ...

New product drive independence: Cerulli

ALEX DUNNIN  |  WEDNESDAY, 15 AUG 2007
The plethora of new products now available in the investment market means independent and untied advice is the preferred model, according to the latest Cerulli US report on the state of their intermediary markets. "The ever-increasing menu of product ...

Three stars for Japan

Standard & Poor's Fund Services has rated both the Perennial Wholesale Japan trust and the Fidelity Japan fund with three stars. The Perennial fund is a benchmark unaware high-conviction portfolio. Commenting on fund, S&P fund analyst Miles Collins ...

DMS pioneers fee-for-service technology

Planners dreading the logistical nightmare of providing a fee-for-service option to clients can rest easy after IT services provider DMS developed what it claims is the first ever software solution that fully automates fee-for-service payments. It took ...

Gen X-ers choose brokers over banks

Many young people, especially those aged under 35, rated brokers as exerting the most influence on their mortgage choice, according to a new study commissioned by CPA Australia. The research found that while 27 per cent of those surveyed used a broker ...