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Showing 5801 - 5810 of 10706 results for "May 2012"

FPA appoints WA chapter chair

MARK SMITH  |  FRIDAY, 5 DEC 2014
The Financial Planning Association of Australia (FPA) has appointed a new chair of its Western Australian chapter. Certified financial planner David Sharpe, of Globe Financial Planning, takes over from Randall Stout. He will support the FPA in ensuring ...

Epoch funds get upgrade from Zenith

ALICE URIBE  |  FRIDAY, 5 DEC 2014
Zenith Investment Partners has upgraded the Grant Samuel Epoch Global Equity Shareholder Yield Funds, hedged and unhedged, from "Recommended" to "Highly Recommended." In its product assessment Zenith said the funds are well-managed, providing international ...

Premium Investor Visa too short-term

MARK SMITH  |  THURSDAY, 4 DEC 2014
Legal firm Hall & Wilcox has criticised the government's proposed Premium Investor Visa (PIV) saying it will be difficult for fund managers to implement. Harry New, a partner at the firm, believes the faster 12-month period for the PIV could create ...

Altius launches ethical bond fund

MARK SMITH  |  THURSDAY, 4 DEC 2014
Altius Asset Management has launched a new sustainable bond fund designed to align with investors' social values without compromising investment returns over the long-term. The Altius Sustainable Bond fund invests in a diversified portfolio of Australian ...

Australia's confidence recession

BENJAMIN ONG  |  THURSDAY, 4 DEC 2014
It's official... Australia is in an income recession. Happy now, Jan? It may not be the generally-accepted definition of recession -- two consecutive quarters of contraction in output growth - but it'll do as long as we get the "R" word tag in the economy ...

High-calibre superannuation: 2014 CIO and COO Award recipients announced

MICHELLE BALTAZAR  |  WEDNESDAY, 3 DEC 2014
Leading superannuation fund executives were recognised at the 2014 Chief Investment Officer (CIO) and Chief Operating Officer (COO) Awards held in Melbourne last night. When Sam Sicilia's name was announced as this year's recipient of the annual Chief ...

Big changes on way for pension funds

ALEX DUNNIN  |  WEDNESDAY, 3 DEC 2014
Pension funds around the globe are going to ramp up their risk appetite, take big bets on alternatives, switch from being asset owners to asset managers and transform how they deal with external investment managers, reveals a major survey released by ...

Perennial Australian equity trust rated by Lonsec

MARK SMITH  |  WEDNESDAY, 3 DEC 2014
Perennial Value's Wealth Defender Australian Shares Trust has been given a "Recommended" rating by Lonsec. The rating follows an earlier 'Recommended' rating from Zenith Investment Partners. The Wealth Defender trust is listed on the BT Wrap, Asgard ...

Government explains Challenger annuity mix-up

JAMES FERNYHOUGH  |  TUESDAY, 2 DEC 2014
The Department of Social Services (DSS) has given its reasons for changing the way it assesses Challenger's Care Annuity, saying it had mistakenly been assessing it on the grounds that investors in the annuity could not get their capital back. However ...

Centuria launches tax efficient investment bond

MARK SMITH  |  TUESDAY, 2 DEC 2014
Centuria Capital has launched a tax effective investment bond product aimed at investors looking to invest outside of superannuation. Neil Rogan, general manager of Centuria's investment bond division, said that the company has spent the better part ...