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Financial Planning

AFA sharpens technical skills

The Association of Financial Advisers (AFA) has booked 26 per cent more delegates this year than last year for its upcoming event, the AFA National Conference, with the three-day event focusing on hands on, practical ideas for advisers and the technical ...

SG payments made simpler

MICHAEL HOBBS  |  WEDNESDAY, 3 OCT 2007
Employers who make a late Superannuation Guarantee (SG) payment will not pay the same amount twice under proposed changes by the Federal Government.

To tailor or not to tailor

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
Financial planners need to retain control over portfolio construction models or risk drowning in a sea of disorganisation, according to Darren Wise, managing director of Financial Planning Services Australia.

Fees drive super switchers

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
A new survey from the Investment and Financial Services Association (IFSA) has stated the majority of people who switch funds do so due to brand power and fees.

Sub-prime kills UBS profits, jobs

MICHAEL HOBBS  |  TUESDAY, 2 OCT 2007
Investment giant UBS has announced it expects a third quarter loss of up to $760 million, job cuts of up to 1,500 for the year and up to $3.85 billion worth of write downs stemming from its sub-prime related holdings.

Insurance should be like super: Tower

MICHAEL HOBBS  |  TUESDAY, 2 OCT 2007
The insurance industry needs to work with the Federal Government to provide a simpler form of insurance advice to combat underinsurance issues and ensure more Australians have access to insurance advice they need, said Jim Minto, managing director of ...

Asgard extends income cover

Asgard Wealth Solutions is the latest wealth management group to revamp its insurance offering by providing an extended income cover through its corporate and personal super products starting next month.

Generation fund gets three-stars

MICHAEL HOBBS  |  FRIDAY, 28 SEP 2007
The Generation Global Sustainability fund has received a three-star rating from Standard & Poor's and an "approved" recommendation from Zenith.

The many faces of income

MICHAEL HOBBS  |  FRIDAY, 28 SEP 2007
Retirees should diversify their income portfolios because income-type products are not like they used to be.

MPG eyes commercial property

MICHAEL HOBBS  |  FRIDAY, 28 SEP 2007
Melbourne based property funds manager MPG Funds Management (MPG) has launched its $62 million Enterprise Property Trust (Trust) to allow Australian investors access to commercial properties within Australia.