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S&P calls for adviser education on new ETF indices

MELANIE TIMBRELL  |  MONDAY, 20 FEB 2012
Adviser education on the indices underlying new fixed income exchange traded funds is needed to undo damage caused by misinformation on ETFs, according to S&P Indices. Recent changes to the Australian Securities Exchange Aqua listing rules to cover ...

SPAA SMSF award winners announced

MELANIE TIMBRELL  |  THURSDAY, 16 FEB 2012
... to play in helping secure the retirement futures of self managed super investors," said McDonald. Two awards were given for top scores achieved in SPAA 2011 exams; the specialist auditor award went to Terri Scott, a sole practitioner while Kevin McFadden ...

Contrib caps improve super social equity

ALEX DUNNIN  |  WEDNESDAY, 15 FEB 2012
... that government policies introduced from 2008 significantly rebalanced superannuation. In 2005-06 it was estimated that the top 5% of income earners received 37% of concessional benefits but over successive years when contribution caps halved from $50,000 ...

Margin lending suffers from adviser misconception

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
... Volatility levels attracted 49% of the vote with higher interest rates (46%) and risk of margin calls (42%) rounding out the top three. The stability of home equity loans scored 35% of the vote with line of credit being easier to organise earning 22% ...

IFM wins legalsuper Aus equities mandate

CLAIRE MCGREAL  |  TUESDAY, 14 FEB 2012
... led by executive director, listed equities Clyde Haldane. "We are genuine long-term investors solely focused on investing in top quality companies with sustainable businesses. Our research shows businesses that reinvest efficiently can be expected to ...

Market Wrap - Morning

AAP  |  TUESDAY, 14 FEB 2012
... company, says its net profit jumped by 8.9 per cent last year, and that 2012 will be a key year as emerging markets are set to top sales for the first time. NEW YORK - US stocks have opened higher after Greece's parliament voted for spending cuts over ...

Instos face debate on EM strategy

MELANIE TIMBRELL  |  FRIDAY, 10 FEB 2012
... extra beta that the allocation into the separate asset classes will deliver, but the managers will also get you extra alpha on top of that return," Marber told Financial Standard. Harting however, believes the real merit is in reducing volatility on ...

Provident Capital Monthly Income Fund upgraded

RACHEL DAVIS  |  FRIDAY, 10 FEB 2012
... Investments. The Provident Capital Monthly Income Fund aims to provide investors with competitive monthly returns that are in the top 25% of all Australian retail mortgage investment trusts based on returns for 1 year.

Market Wrap - Morning

AAP  |  FRIDAY, 10 FEB 2012
The Australian market looks set to open higher following positive moves on Wall Street and most European markets after Greek ministers tentatively agreed on austerity measures needed for a 130-billion-euro ($A160 billion) bailout package. At 0825 AEDT ...

Cutting super tax breaks unwise: SPAA

CLAIRE MCGREAL  |  TUESDAY, 7 FEB 2012
... latest Tax Expenditure Statement [released 31/1/2012] showed, with almost half of the concessions on contributions going to the top 12% of income earners. The tax breaks were projected to rise to more than $40 billion a year by 2014-15." Under the Greens' ...