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Showing 15191 - 15200 of 18296 results for "Plan"

Planners must build trust and stay on message: Koch

CHRIS NICHOLLS  |  TUESDAY, 22 MAY 2007
The financial planning industry is suffering from serious image problems and faces many challenges before it can effectively reach out to more Australians, according to media personality and finance media executive, David Koch. Speaking at the 2007 ...

Praemium integrates market data streaming

ALEX DUNNIN  |  TUESDAY, 22 MAY 2007
Praemium has integrated live market trading data into its web-based V-wrap portfolio administration and separately managed account service to create a new desktop system that will be freely available to clients who want to white label the application ...

Investors will be compensated for dud advice: Pearce

ALEX DUNNIN  |  MONDAY, 21 MAY 2007
Financial services licensees must have measures in place so they can compensate retail clients if the advice or services they provide are found to be "inappropriate". The measures are part of a new regulation just announced by the Government and may ...

AUI healthcare re-opens for business

Australian Unity Investments (AUI) has re-opened its Healthcare Property Trust (HPT) to investors after pouring $78 million into new healthcare acquisitions last year. Martin Hession, head of property at AUI, said that the fund was closed back in March ...

Billions flow in to super ahead of June 30

CHRIS NICHOLLS  |  MONDAY, 21 MAY 2007
Money continues to pour into super funds prior to the June 30 cut-off for contributions up to $1 million, and it's likely to keep building, according to Macquarie Adviser Services and BT Financial Group. Macquarie said today it had received more than ...

Share ownership down but trading activity up: ASX

There are less mum-and-dad investors in the market but they are trading more frequently and placing bigger bets, according to the latest Share Ownership Study by the Australian Securities Exchange (ASX). This is the tenth study conducted by the ASX ...

Credit Suisse yield fund 'highly recommended': Lonsec

Research firm Lonsec has stamped its highest rating on a new structured product jointly developed by Credit Suisse and fixed income specialist PIMCO. Credit Suisse has teamed up with PIMCO to launch the Principal Protected Yield Fund (PPFY), a product ...

Compliance pushes SMSFs in new direction

CHRIS NICHOLLS  |  FRIDAY, 18 MAY 2007
Increased compliance burdens for self-managed super funds are fuelling a push into platforms, SMAs and wraps, according to MLC's general platforms manager, Anthony Waldron, and Arthur Naoumidis, managing director of Praemium. "(On) the two-to-three-year ...

Pick your stocks when they're green: SAM

CHRIS NICHOLLS  |  FRIDAY, 18 MAY 2007
Picking your stocks based on colour may not be the most scientific method around, but go with green and you can't go wrong, said Sustainable Asset Management's (SAM) business development manager, Simon Romijn, speaking at the Financial Standard Best ...

Three times the tax without a TFN

Around 900,000 super fund members are paying three times more tax on their super than they have to because they haven't given their tax file number (TFN) to their employers. Superpartners, the largest administration services provider in the country ...