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Showing 15401 - 15410 of 18302 results for "Plan"

DFS fee model a winner

DFS Advisory Services, a planning group spun-off from accounting firm Deloitte five years ago, has adopted a fee-for-service model that is proving a hit with high net worth investors. The group inherited the proprietary 'fee matrix' created by Deloitte ...

Asia-Pac property fund flush with cash at start-up

HAMISH MADDEN  |  WEDNESDAY, 14 FEB 2007
PRUPIM, part of the Prudential group, has teamed up with global property giant LaSalle Investment Management to form an open-ended pan Asia-Pacific fund that the joint venture team says is the first for the region. PRUPIM is the property investment ...

CommBank FUA reaches $168b

It's not just 'which bank' but 'which funds' today after the Commonwealth Bank posted a 22.7 per cent growth in funds under administration (FUA) to $168 billion in the half year ended 31 December 2006. The funds management business posted a 27 per cent ...

SEQUAL defends advisers on reverse mortgages

NICK OLIVER  |  WEDNESDAY, 14 FEB 2007
The Senior Australians Equity Release Association of Lenders (SEQUAL) has hit back at claims made by the Members Equity Bank that advisers will sell reverse mortgages in order to pocket the commission. Kieren Dell, SEQUAL executive director, responded ...

LGSS paints $400m in property green

The Local Government Superannuation Scheme (LGSS) is planning to implement a Sustainable and Responsible Investment (SRI) policy across its $400 million property portfolio, a step change that other super funds could soon follow as environmental issues ...

Market wrap - midday

AAP  |  TUESDAY, 13 FEB 2007
The Australian stock market was stronger at noon with a stronger banking sector helping offset patchy commodity prices and a flat lead from Wall Street. At 1200 AEDT, the benchmark S&P/ASX200 was 15.7 points higher at 5939.8 while the all ordinaries ...

Bendigo banks on advice

Tomorrow's bank will no longer just ring the tills, it will also give financial advice while you wait, judging from Bendigo Bank's corporate strategy. From its humble beginnings as a small community bank in Bendigo, the bank has grown into a 300-branch ...

In-specie transfers up 300 per cent: Multiport

Investors are transferring as many assets as they can into their self-managed super funds (SMSFs) to take advantage of the government's new super rules that will come into effect in July. SMSF administration services provider Multiport said the number ...

Perpetual repatriates UK pension benefits

NICK OLIVER  |  TUESDAY, 13 FEB 2007
... a hefty tax bill," said Wang. Perpetual's Investor Choice Retirement Fund, which includes the Perpetual WealthFocus Super Plan and Perpetual WealthFocus Pension Plan options, received QROPS registration earlier this year and are registered to accept ...

Two-thirds of RMBS bonds going to overseas investors

WWW.THESHEET.COM  |  TUESDAY, 13 FEB 2007
More than two-thirds of the $5.9 billion of mortgage backed securities the Commonwealth Bank plans to issue in the next couple of weeks will go into the portfolios of offshore investors. Aussie dollar securities are in demand overseas, especially since ...