Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Financial Planning

Product-based fees create conflict

Financial planners will not be recognised as true professionals for as long as 'product-based' remuneration models exist, according to discussion papers released by the Institute of Chartered Accountants in Australia (ICAA).

Vanguard indexes pension

Vanguard Investments Australia has launched Personal Pension Plan, a new product that relies on the long-term benefits and low costs of index investing to drive retirement savings.

AXA locks and loads

CHRIS NICHOLLS  |  FRIDAY, 23 NOV 2007
AXA is using its global muscle to provide superannuation members with a fund that can lock in gains each year, just like a capital-protected managed fund, and potentially, on a weekly or monthly basis in the future.

The unpopular outperformer

MICHAEL HOBBS  |  THURSDAY, 22 NOV 2007
SGH20, a fund managed by SG Hiscock & Company has received little platform interest despite being the best performing Australian large cap blended fund in the last 12 months, returning more than 58 per cent.

Money tips for independent women: ANZ

MICHAEL HOBBS  |  THURSDAY, 22 NOV 2007
Following a commissioned research that revealed even confident women can feel intimidated when it comes to investing, ANZ has created a website that allows them to figure out a financial solutions for themselves before seeking expert advice.

Rising Star calls for home loan tax relief

CHRIS NICHOLLS  |  THURSDAY, 22 NOV 2007
Association of Financial Advisers 2007 Rising Star winner Chris Browne has suggested Australia could end its Gen X and Y housing affordability problems by extending tax deductions on margin loans to home loans.

SMSFs save via industry fund schemes

CHRIS NICHOLLS  |  THURSDAY, 22 NOV 2007
Industry super funds' direct share investment options are tempting some self managed super funds (SMSFs) to rollover their accounts to save themselves the administration burdens and still keep the flexibility.

Comminsure motors along

WWW.THESHEET.COM  |  WEDNESDAY, 21 NOV 2007
The bancassurance model is alive and well. The Commonwealth Bank's life and general insurance business, Comminsure, has moved to do its own underwriting on its car insurance product because it believes it can get greater value out of its retail network ...

Gen X and baby boomers clash on FP

MICHAEL HOBBS  |  WEDNESDAY, 21 NOV 2007
The recent sub prime-related market re-rating has exposed a divide between how retirees and younger investors perceive the performance of their financial planner.

The missed education on margin lending

MICHAEL HOBBS  |  WEDNESDAY, 21 NOV 2007
Three in five investors are not fully aware of the benefits of using an investment loan to boost their portfolio returns, according to a new research.