Financial Planning

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Financial Planning

SELECT absolute return fund gets rating tick from Zenith

HAMISH MADDEN | FRIDAY, 6 JUL 2007

Select Asset Management's (SELECT) absolute return focused Select Private Equity Portfolio (SPEP) fund has been rated recommended by Zenith Investment Partners.

No multi-sector managers deserve five-stars: S&P

S&P Fund Services has awarded 28 multi-sector fund managers with a four-star rating but stopped short of recommending any of the fund managers among the 250 multi-sector funds analysed with the coveted five-star badge.

Super contributions jump 42 pct to $114b

ALEX DUNNIN | THURSDAY, 5 JUL 2007

SimplerSuper has put a rocket underneath total contributions flows with analysts suggesting total inflows could reach $114 billion this year, up a staggering 42 per cent from last year.

Creative products will meet aged consumers' needs: Asteron

ALEX DUNNIN | TUESDAY, 3 JUL 2007

Last week's census results showing that the number of people aged 85 years and over increased more than five times the rate of the overall population means it's time wealth managers got creative in designing products specifically for these consumers ...

Plan to give: Perpetual

HAMISH MADDEN | MONDAY, 2 JUL 2007

Investors are missing out on the benefits of philanthropic giving but planners can help clients by buildnig charitable giving into their financial plans, according to Perpetual's head of philanthropy, David Knowles.

Member TFNs now law but problems persist

ALEX DUNNIN | MONDAY, 2 JUL 2007

Fund members not wanting to lose their superannuation tax concessions are, since 1 July, required to supply their Tax File Number (TFN) to their fund, but that doesn't mean concerns about how the legislation operates have subsided.

Bank planners promote gearing strategies

WWW.THESHEET.COM | MONDAY, 2 JUL 2007

One issue hotly debated in the financial planning community in the months leading up to the 30 June superannuation contribution deadline was whether to recommend that clients use debt to help them reach the $1 million contribution limit.

AXA sidesteps ETP tax

CHRIS NICHOLLS | MONDAY, 2 JUL 2007

AXA has seized on a loophole in the new tax legislation introduced 1 July to offer employers a potential avenue for reducing tax on eligible termination payments (ETPs).

Check pay before shifting OS

ALEX DUNNIN | FRIDAY, 29 JUN 2007

Before taking that overseas job offer Australian would-be expats need to carefully weigh up whether the pay jump is worth the move.

K2 keeps kicking goals

HAMISH MADDEN | FRIDAY, 29 JUN 2007

Absolute return manager K2 Asset Management is trumpeting strong returns from its international and Asian funds, exceeding its own healthy performance targets.

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Australian dividend distributions rebound in Q3

MATTHEW WAI

Australia saw a significant rebound in dividend distributions in the quarter to September 30, with the recovery attributable to BHP and the broader mining sector.

Aequitas hires from Vanguard again

MATTHEW WAI

Aequitas Investment Partners has named a head of asset consulting, joining from Vanguard Australia.

RBA delivers another hike in split decision

ELIZA BAVIN

The Reserve Bank of Australia delivered its fifth interest rate hike this year, but the monetary board was split in its decision.

Sequoia profits tank as advisers flee

ELIZA BAVIN

Sequoia's Q1 revenue dropped close to 60% while also recording a profit loss. Despite this former chief executive Garry Crole took home more than $400k.

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