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Showing 241 - 250 of 364 results for Alison Bevege

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
Self-managed super fund service provider Cavendish Superannuation has teamed up with the University of Adelaide to offer a three-day course next month explaining the complex area of self-managed funds. Cavendish self-managed super fund (SMSF) experts ...

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
An industry turf war has erupted after accountants said they want the Federal Government to dump adviser requests to restrict the term 'financial planner'. The National Institute of Accountants (NIA) fired the first shots yesterday, saying moves to ...

Super funds turn to dark pools

ALISON BEVEGE  |  WEDNESDAY, 20 APR 2011
Large superannuation funds are talking to bulk share-trading venue provider Liquidnet Australia to quietly deal in large blocks of equities, the broker said yesterday. At a press luncheon at Sydney's upmarket Rockpool restaurant, Liquidnet Australia ...

Fund reaps reward in shopping centre debt

ALISON BEVEGE  |  WEDNESDAY, 20 APR 2011
Industry fund UniSuper has dipped into the debt markets, earmarking $250 million for Australian commercial mortgage backed securities. The deal is subject to ratings agency confirmation of the AAA rating on the note. The universities-based superannuation ...

Russell commodities fund on hold

ALISON BEVEGE  |  WEDNESDAY, 20 APR 2011
Andrew Sneddon, portfolio manager for Russell Investments said the fund, which has $50 million worth of assets under management, will now be managed on a slightly more aggressive footing by the Stamford, Connecticut, based managers. "It's essentially ...

ASIC silent on possible research probe

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
ASIC has refused to confirm or deny whether research houses who gave five-star ratings or positive reports on fraud funds Trio Capital and Astarra are being investigated. But industry insiders say the corporate watchdog is conducting a high-level investigation ...

Advisers fear super fund competition

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
Financial planners are worried that low-cost advice from superannuation funds will hurt their businesses in the future and say it is unfair competition as the fees are hidden. At a recent Financial Planners Association luncheon in Sydney, advisers made ...

Advisers freed from duplicate work

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
Thousands of financial advisers will avoid wasting time processing duplicate forms after a technology improvement that sends information automatically from the widely-used XPLAN software to the dealership platform. The upgrade is a joint development ...

UBS staff gone, ratings on hold

ALISON BEVEGE  |  MONDAY, 18 APR 2011
UBS Global Asset Management are urgently looking to replace two portfolio managers of a three-man team who have now left the Small Companies Fund. Portfolio managers John Campbell, executive director, and Jeremy Bendeich, director, are now on 'gardening ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
Financial planners relying on research are sitting ducks for legal action in the wake of the Trio Capital superannuation fraud and need to protect themselves, a planner has said. In the case of the Trio Capital fraud, adviser Ross Tarrant's firm Tarrants ...