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

Financial Planning

Intech courts alternatives

HAMISH MADDEN  |  TUESDAY, 12 JUN 2007
Skandia's 2006 acquisition Intech has ramped up its exposure to alternative investment strategies with the launch of its Global Trading Strategies Trust II (GTSII) diversified alternatives trust.

Suncorp planners ride groundswell of activity

Queensland-based Suncorp Financial Planners reported a 160 per cent increase in financial plans prepared over the past year.

Going green means getting ahead: RepuTex

CHRIS NICHOLLS  |  FRIDAY, 8 JUN 2007
Going green has its advantages, and they don't just come in the form of a lighter conscience, according to RepuTex's latest index figures.

HOSTPLUS finds its bare feet

CHRIS NICHOLLS  |  THURSDAY, 7 JUN 2007
HOSTPLUS is set to launch a range of new member education measures based around the famous "Barefoot Investor" Scott Pape, complete with an online website-driven strategy, a long-term campaign and member education seminars.

MLC builds flexibility into MasterKey

HAMISH MADDEN  |  THURSDAY, 7 JUN 2007
In line with the new pension income rules, MLC has unveiled MLC MasterKey Pension, an integrated and flexible vehicle which delivers cost saving through account consolidation.

'Tis the season to be philanthropic

CHRIS NICHOLLS  |  TUESDAY, 5 JUN 2007
You can tell tax time is on the horizon when two new charitable giving products and one philanthropy workshop appear in the space of 48 hours.

Keysbrook joins national best practice project

HAMISH MADDEN  |  TUESDAY, 5 JUN 2007
Western Australian based Keysbrook Financial Services has joined the "Best Advice" project, a national cooperative project between privately owned financial planning businesses to develop a best practice model for implementation in their individual businesses.

Planners should not face criminal charges: FPA

HAMISH MADDEN  |  MONDAY, 4 JUN 2007
The Financial Planning Association (FPA) is arguing for the removal of criminal sanctions for advisers who fail to provide disclosure to clients, claiming the current regime is "excessive, unjust and contributes to fear and uncertainty".

Private equity good for returns, not diversity: Watson Wyatt

CHRIS NICHOLLS  |  MONDAY, 4 JUN 2007
Private equity is about high long-term returns but its ability to add diversification to a portfolio is limited, according to a recent Watson Wyatt report.

Perennial waives fees for three months

ALEX DUNNIN  |  WEDNESDAY, 30 MAY 2007
As an incentive to investors looking to quickly invest between now and the 30 June SimplerSuper deadline, Perennial Investment Partners will waive its fees on any new investments for three months.