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Showing 2381 - 2390 of 2662 results for "SEPA"

Seven page PDS insurance breakthrough

ALEX DUNNIN  |  FRIDAY, 14 SEP 2007
Allianz has thrown down a huge challenge to the insurance industry with the launch of a direct access life insurance suite of products that not only lower costs by up to 30 per cent but come with a product disclosure statement that is only seven pages. ...

Core-satellite investing gets the balance right

MICHAEL HOBBS  |  THURSDAY, 13 SEP 2007
Index manager Vanguard Investments has urged advisers to use the core-satellite approach to boost returns and reduce the volatility of their clients' portfolios. A popular model in the US, core-satellite investing combines a 'core' portfolio of indexed ...

Explorer turns new leaf with Ascalon

CHRIS NICHOLLS  |  WEDNESDAY, 12 SEP 2007
Boutique manager Ascalon Capital Managers has purchased 40 per cent of Separately Managed Accounts (SMA) provider Explorer Group from First Capital, ending confusion over the firm's stability. The company had been under a cloud following the purchase ...

Good software frees advisers to advise

ALEX DUNNIN  |  WEDNESDAY, 12 SEP 2007
The mark of good financial planning software is that it allows planners to spend more time with clients and less on administration, the Australian Financial Advisers (AFA) Future of Financial Planning Technology luncheon club heard yesterday. Modern ...

Church funds take youth off the streets

MICHAEL HOBBS  |  TUESDAY, 11 SEP 2007
The National Conference of Church Superannuation Funds (NCCSF) has donated $30,000 in surplus funds from its recent conference to the Youth off the Streets charity. Since 2006, any surplus funds from sponsorships or delegate registration fees from the ...

Future Fund appoints former QIC head strategist

MICHAEL HOBBS  |  MONDAY, 10 SEP 2007
The Federal Government's $42 billion Future Fund bolstered its investment capability when it appointed former QIC chief strategist Tony Day as head of strategy. Day has previously held consulting and actuarial roles at Towers Perrin and AMP before spending ...

A new mandate every 12 weeks

ALEX DUNNIN  |  THURSDAY, 6 SEP 2007
Super funds are appointing a new investment mandate every 12 weeks, driven by their need to access more sophisticated investment styles, asset classes and having more global-quality investment managers to choose from, according to a new report released ...

ATO releases draft rulings on SMSFs

The Tax Office has released the first in a series of draft rulings on self managed super funds (SMSFs) and has called on the public for comment. Tax Commissioner Michael D'Ascenzo said these products will provide better guidance to superannuation professionals ...

BlackRock scoops record $1.1bn quant mandate

CHRIS NICHOLLS  |  TUESDAY, 4 SEP 2007
BlackRock has won a $1.1 billion Australian equities mandate from Mercer Global Investments. It is the largest quantitative mandate Blackrock has received and is worth a third of their existing $3.5 billion in assets under management. Ken Liow, head ...

Dixon in three-part expansion push

MICHAEL HOBBS  |  MONDAY, 27 AUG 2007
Dixon Advisory joins the big league after it added 22 advisers with $1.5 billion in funds under advice (FUA) to its network, appointed former Bulletin editor Max Walsh to its investment committee and completed a business re-branding. Former ABN AMRO ...