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Financial Planning

Super fund returns best in a decade: SelectingSuper

CHRIS NICHOLLS  |  THURSDAY, 19 JUL 2007
Super funds look set to deliver their best performance figures in a decade, with not-for-profit funds again stretching their lead, according to the latest SelectingSuper report.

Local investors still call Australia home

Australians are resisting the pull of emerging markets around the world after a new study found that 8 out of 10 domestic investors still hold Australian shares in their portfolio and the same number prefer to invest here than offshore.

Stay out of residential investments: APN

CHRIS NICHOLLS  |  WEDNESDAY, 18 JUL 2007
Investors should consider avoiding residential property in favour of more diversified property investments, according to Mike Doble, director of retail at APN Funds Management.

Canada next on PIS list

ALEX DUNNIN  |  TUESDAY, 17 JUL 2007
Professional Investment Services (PIS) looks set to add Canada to the list of its overseas operations that already include New Zealand, Malaysia, China, Hong Kong and Singapore.

Telstra Super recruits more planners

ALEX DUNNIN  |  MONDAY, 16 JUL 2007
Telstra Super Financial Planning is continuing to grow with the appointment of Frank Ceravolo in the newly created position of national training manager, and two CFP qualified planners.

Good times keep rolling for ASX funds

ALEX DUNNIN  |  MONDAY, 16 JUL 2007
The resources boom and one-off gains from merger and acquisition activity underpinned the fourth consecutive year of above-20 per cent returns for the Australian Securities Exchange (ASX), with the market benchmark posting a heady 29.2 per cent, said ...

Advisers urged to exit UBS Aussie fund

Ratings firm Standard & Poor's Fund Services has downgraded the UBS Australian Share Fund from four to two stars and recommended that advisers find an alternative manager for their "core" Australian-equities investment.

Plan B up 40 pct on debut

Portfolio administration to funds management group Plan B Group Holdings closed its first day on the stockmarket at $1.40, a hefty 40 per cent premium over its listing price.

INVESCO Asian fund placed on hold

HAMISH MADDEN  |  FRIDAY, 13 JUL 2007
INVESCO's Asian Share Fund has been placed on hold by Standard & Poor's following the departure of its Hong Kong chief investment officer.

Franklin Templeton launches diversified real estate fund

HAMISH MADDEN  |  FRIDAY, 13 JUL 2007
Franklin Templeton Real Estate Advisors has launched the Franklin International Real Estate Fund 3 (FIRE Fund 3), a global diversified fund investing in international private real estate funds.