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Showing 9451 - 9460 of 18276 results for "Plan"

Zenith rates NSW Annuity Bonds 'recommended'

ALEX DUNNIN  |  MONDAY, 14 OCT 2013
Managed funds research house Zenith has rated NSW Waratah Annuity Bonds - Series 7 'recommended'. The product is designed to provide a regular annuity style income stream over a defined nine year term via a debenture issued by the NSW Treasury Corporation ...

Washington watching Wall Street watch Washington

BENJAMIN ONG  |  MONDAY, 14 OCT 2013

DEXUS, Canada bid for Commonwealth Prop Fund

JAMES FERNYHOUGH  |  FRIDAY, 11 OCT 2013
DEXUS Property Group and Canada Pension Plan Investment Board (CPPIB) have joined forces in a bid to take over Commonwealth Property Office Fund (CPA). DEXUS announced today that the consortium had made an indicative, non-binding proposal to Commonwealth ...

FPA reports $1.4 million surplus

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
The Financial Planning Association (FPA) has reported a surplus of $1.4 million for financial year 2012 to 2013. The surplus allows the association to be funded exclusively on membership revenue and without the need for sponsorship or event revenue. ...

COIN updated software focuses on scaled advice

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
Financial planning software COIN has released its latest version, which upgrades its scaled advice capabilities following the complete integration with Provisio. COIN, which is owned by Rubik Financial, aims at providing advisers with a comprehensive ...

Sovereign Wealth Funds surge to $5 trillion

MARK SMITH  |  FRIDAY, 11 OCT 2013
Sovereign Wealth Funds across the globe have added $750 billion to their total assets under management over the last year to reach $5.38 trillion, according to new research from Preqin. The growth, which was attributed to the launch of a number of new ...

Obama says no deal

BENJAMIN ONG  |  FRIDAY, 11 OCT 2013

International advice meeting to develop new strategies

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
The international Financial Planning Standard Board (FPSB) will look to develop new financial planning strategies during its meeting in Sydney later this month. The FPSB owns the international Certified Financial Planner (CFP) certification program ...

Get longevity risk right on DLAs, warns APRA

JAMES FERNYHOUGH  |  THURSDAY, 10 OCT 2013
Insurers planning to offer deferred lifetime annuities (DLAs) will need to demonstrate that they have rigorously factored in longevity risk, according to Ian Laughlin, deputy chair of the Australian Prudential Regulation Authority (APRA). Speaking at ...

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
Boutique platform group Wealthtrac has launched a mobile device application focused on self managed super that even facilitates fund establishment while mobile. Wealthtrac managing director, Matthew Johnson, said, "Our cloud-based SMSF platform brings ...