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Showing 7781 - 7790 of 10707 results for "May 2012"

More tax changes needed to aid local funds: BDO

MEDIA RELEASE  |  FRIDAY, 21 JAN 2011
Advisory firm BDO has raised its concerns on the Government's proposed tax changes on investment income of foreign funds, arguing they do not fully address the tax uncertainties that make Australian capital markets less appealing to overseas investors. ...

Related party asset exposures pose conflict: report

RUTH LIEW  |  THURSDAY, 20 JAN 2011
In its Annual Superannuation Bulletin this year, APRA reports on the most significant asset exposures of super funds, with some obvious, and not so obvious, findings on where potential conflicts of interest could arise. According to the report, retail ...

Disability trust comes with caveat

ELISE BURGESS  |  THURSDAY, 20 JAN 2011
Financial advisers must be wary of the pitfalls of setting up a disability trust, with many people who have a disabled dependent likely to lose their pension or insurance benefits without the right advice. In a number of cases, a client with a heavily ...

Value a plus

BENJAMIN ONG  |  THURSDAY, 20 JAN 2011
Major international equity markets have had a rough ride in 2010 but most generally ended with positive performances. International equities, as measured by the MSCI World Index (in local currency terms), produced a 7.8 per cent gain in 2010. A summer ...

Investors miss wealth signposts

ELISE BURGESS  |  WEDNESDAY, 19 JAN 2011
Financial planners and their clients may be missing out on the 'wealth builder' signal, according to one financial planner, who recommends a three-pronged strategy to accumulate wealth. According to HLB Mann Judd wealth management partner Jonathan Philpot ...

Trinity3 names SMA portfolio managers

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
Bendigo and Adelaide Bank gives financial advisers a taste of what to expect from the group's newly-established platform, Trinity3, after the bank unveiled the first set of investment managers it intends to use for its model portfolios. Today the bank ...

HIP stands firm on investment strategy

ELISE BURGESS  |  THURSDAY, 16 DEC 2010
Health Investment Plan will adopt a 'hold your ground' approach in its investment strategy next year, while undergoing an asset-by-asset review. "One of the hardest decisions to make is to hold your ground and to communicate that to your members," said ...

Aussies embrace US real estate

JOHN MCDULING  |  THURSDAY, 16 DEC 2010
After a tumultuous few years, US real estate could be set for gains next year, and Australia's largest super funds are becoming alert to the opportunities. According to Principal Real Estate Investors, despite uncertainty over the macroeconomic situation ...

More choice for Westpac Online investors

ELISE BURGESS  |  WEDNESDAY, 15 DEC 2010
Investors of Westpac Online will soon have greater choice with the platform to launch new features early next year including the ability to trade commodities, international equities and indices. "We will also be introducing an attractive cash proposition ...

Shopping till unemployment drops

BENJAMIN ONG  |  WEDNESDAY, 15 DEC 2010
If there is one proof that no one can fight against nature, it is the Americans and shopping. Yes Virginia, they continue to shop in stores and and even online! And they're not only window-shopping... they are actually exchanging money for goods and ...