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Wealth Enhancers appoints risk insurance adviser

MARK STORY  |  MONDAY, 22 OCT 2012
... Sirio. "Having known Finn and Sarah for many years, I've watched what they have achieved and wanted to be a part of what's next for the company. They are certainly industry leaders," she added. Sirio (27) started her career with Zurich in 2007 as a support ...

Self managed super a furfie

ALEX DUNNIN  |  FRIDAY, 19 OCT 2012
... facilities to handle direct equities and access to a cash and term deposit supermarket through a single portal. But where next-gen platform dashboards like SuperIQ are going to transform how SMSF (and other investors) manage their investments is through ...

CFSGAM bullish on listed infrastructure

LINDA HAUSKEN  |  WEDNESDAY, 17 OCT 2012
... this becomes a longer term strategy. With listed infrastructure on the other hand, he said that the "benefits now and in the next five years are numerous." At the moment, listed infrastructure offers investors 4.5% yield which is the equivalent of cash ...

Market wrap AM

AAP  |  WEDNESDAY, 17 OCT 2012
... Stability Mechanism (ESM), the Wall Street Journal reported. London's benchmark FTSE 100 index of top companies jumped the next day by 1.12 per cent to close at 5870.54 points. Frankfurt's DAX 30 gained 1.58 per cent to 7376.27 points, as data showed ...

Investors must push for PE transparency

MARK SMITH  |  TUESDAY, 16 OCT 2012
... now that most experts believe there is a lot of pent up value. This could make the asset class really important over the next 12 months and we expect a massive jump in levels of liquidity."

BT Wrap first to hit tax statement deadline

MARK SMITH  |  MONDAY, 15 OCT 2012
... earlier than those who opted for the traditional document. BT Wrap expects to extend the service to a further 10,000 clients next year. "As always, we work closely with advisers and over the coming weeks we'll be getting feedback to help further improve ...

ECT assessments down 38%

ALEX DUNNIN  |  MONDAY, 15 OCT 2012
... average non-concessional ECT assessment was eight times higher at $22,947. ECT assessments are updated twice annually, with the next update due in January 2013.

Guidance sought on Wellington's share distrib plans

MARK STORY  |  MONDAY, 15 OCT 2012
... that the ARL shares remain the property of the PIF. The matter was before the Court on the 11 and 12 October 2012 and will next be heard at the Federal Court in Sydney on 17 October 2012

Hultgren appointed MDRT Australia chairman

ALEX DUNNIN  |  MONDAY, 15 OCT 2012
... and organisation." Hultgren said his major objective is growing the Australian MDRT membership base. "Connecting with the next generation of financial advisers will be a personal priority as I firmly believe MDRT can proactively support the industry's ...

Market Wrap AM

AAP  |  MONDAY, 15 OCT 2012
The Australian market looks set to open lower after a mixed lead from the US where stocks gave up early gains on firm bank earnings and a rise in consumer confidence on Friday with worries about the new earnings season clouding optimism. At 0745 AEDT ...