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Financial Planning

Perpetual strategy bears fruit

MICHAEL HOBBS  |  WEDNESDAY, 22 AUG 2007
Listed investment manager Perpetual is reaping the rewards of a strategy implemented four years ago after its latest results show that more than 50 per cent of revenue growth over the period came from non-Australian equity sources and nearly 20 per cent ...

Korea the next big thing

CHRIS NICHOLLS  |  WEDNESDAY, 22 AUG 2007
Korea could be the next investment frontier for Australian institutional investors, according to Perry Ha, managing director of American venture capital company DFJAthena.

Bargains emerge in global REITs

How can a sector move from returning 43 per cent to losing 8 per cent in the space of twelve months? A leading US property expert argues that the massive swipe on the global real estate investment trusts (REIT) sector presents bargain buys not seen in ...

MLC launches adviser MAs

ALEX DUNNIN  |  WEDNESDAY, 22 AUG 2007
MLC's MasterKey Custom has boosted its direct equities capability and tax reporting functionality with the launch of its Adviser Managed Accounts service, which it said is the next step in the evolution of the managed accounts market..

Austock Life on Rainmaker iTV

Need to know more about imputation bonds and other tax effective strategies? Austock Life is the first to present a video-on-demand (VOD) seminar exclusively for financial planners regarding tax-paid managed funds, now available on Rainmaker iTV.

Australian Ethical Investments go global

MICHAEL HOBBS  |  TUESDAY, 21 AUG 2007
Investors who want ethical investments with a global bent can avail of a new product that does exactly that after the Australian Ethical Investment launched its first internationally focused trust.

ABN AMRO gives investors new Elixir

CHRIS NICHOLLS  |  TUESDAY, 21 AUG 2007
ABN AMRO has released its new Elixir II structured product, offering retail investors access to overweight portfolios of various global asset classes, enhanced participation returns and a 100 per cent capital guarantee.

Kelly switch shifts M&A landscape

WWW.THESHEET.COM  |  MONDAY, 20 AUG 2007
The appointment of Gail Kelly as Westpac's new chief executive is likely to change several merger and acquisition scenarios.

CommSec adds South Africa to BRIC

CommSec has launched a new product with a twist, offering investors the option to invest in the emerging markets of Brazil, Russia, India and China (BRIC) plus exposure to the commodities-driven of South Africa.

Eclectic signs up to Hatfield Liptak

MICHAEL HOBBS  |  MONDAY, 20 AUG 2007
Hatfield Liptak Advisors has secured the rights to market and distribute local hedge fund Eclectic Capital Management both domestically and offshore.