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Financial Planning

Three times the tax without a TFN

Around 900,000 super fund members are paying three times more tax on their super than they have to because they haven't given their tax file number (TFN) to their employers.

IOOF increases fund options by a dozen

HAMISH MADDEN  |  THURSDAY, 17 MAY 2007
IOOF has added a dozen new managed funds to its investment platforms in order to give advisers greater flexibility and more options for clients.

Listed FoHFs gain traction

ALEX DUNNIN  |  TUESDAY, 15 MAY 2007
Investors wanting exposure to hedge funds, but with much better governance controls and liquidity, are turning to listed funds of hedge funds (FoHF).

Sustainable investing eclipses SRI

ALEX DUNNIN  |  TUESDAY, 15 MAY 2007
Socially responsible investing built on the ideas of simply screening out bad investments is naïve and doesn't do much more than confuse investors, said McKinsey & Co in a report to clients.

Act now for no regrets: ANZ FP

HAMISH MADDEN  |  TUESDAY, 15 MAY 2007
ANZ Financial Planning (ANZ FP) has launched a new 'No Regrets' campaign aimed at motivating people to start managing their financial futures sooner rather than later for better life outcomes.

Centric to improve the health of doctors

HAMISH MADDEN  |  MONDAY, 14 MAY 2007
Like many professionals, doctors fail to adequately plan for their retirement despite their healthy incomes, a condition Centric Wealth is planning to remedy.

A merger made in heaven

SUZY MAC  |  FRIDAY, 11 MAY 2007
It looks as though Reuters and Thomson, the second and third-largest providers of financial data respectively, are set to tie the knot in a match made in heaven.

Nominations open for AFA Adviser of the Year

HAMISH MADDEN  |  FRIDAY, 11 MAY 2007
The Association of Financial Advisers (AFA) has opened nominations for the 2007 Adviser of the Year Award.

Elite investing strategies ready for download

It's not available in Australia just yet but in the US, a new research company is offering mum-and-dad investors and financial planners access to data that reveals the investment secrets of high net worth investors.

Funeral funds a picture of health

HAMISH MADDEN  |  TUESDAY, 8 MAY 2007
Lifeplan Funds Management has announced 16 per cent growth in funds under management for its funeral planning products, surging past the $300 million mark.