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Financial Planning

Strong lineup in listed infrastructure

MICHAEL HOBBS  |  THURSDAY, 8 MAY 2008
Standard & Poor's has given the international listed infrastructure sector the thumbs up but said the sector's fund managers warned of a possible decline in performance in the asset class.

Aberdeen climbs ranks after Goodman buy

MICHAEL HOBBS  |  THURSDAY, 8 MAY 2008
Aberdeen Asset Management became one of the world's largest property fund managers after it purchased Goodman Property Investors for $187 million.

Bear market poses threat to mining

RUTH LIEW  |  THURSDAY, 8 MAY 2008
Continued global demand for resources has seen the materials sector become an investment darling in recent years, but it would only take a prolonged bear market or a second credit crunch to topple the sector from grace, according to Lincoln Indicators.

Perpetual value in retirement : SelectingSuper

Perpetual SHARE-PLUS climbed from its 29th ranking to number one in the SelectingSuper Top 50 Australian Equities retirement fund table, proof that its conservative style of investing, which struggled in the bull run of recent years, is back in vogue.

BT Super for Life wins clients

MICHAEL HOBBS  |  WEDNESDAY, 7 MAY 2008
BT Financial Group's online super product, BT Super for Life is gaining traction, with almost 100 new customers signing on each day.

Bluestone repositions reverse mortgages

WWW.THESHEET.COM  |  WEDNESDAY, 7 MAY 2008
Bluestone Group will stop distributing reverse mortgages through brokers and financial planners and will focus its activities on distribution through alliance partners.

Austock Life strikes $100m

RUTH LIEW  |  TUESDAY, 6 MAY 2008
Austock's specialist issuer of tax-paid investments, Austock Life, has reached the $100 million pit stop in its total funds under management.

Direct property reigns: study

RUTH LIEW  |  TUESDAY, 6 MAY 2008
Strong total returns, highest level of income and low volatility - direct property fits the bill and has beaten all other major asset classes in fattening investors' bottom lines in the last 20 years, new research shows.

Trust and Russell redefine philanthropic investing

MICHAEL HOBBS  |  TUESDAY, 6 MAY 2008
Trust has teamed up with Russell Investment Group to launch the Trust Philanthropy Fund, an investment product that provides regular income and returns that best suit a not-for-profit organisations.

Snowball buys Mastertek

ASX listed financial services firm Snowball Group has acquired 100 per cent of the assets of specialist corporate superannuation business, Mastertek Benefit Consultants (MBC).