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Financial Planning

Perpetual shifts gears for accumulators

Perpetual Private Clients has turned its attention to investors aged 35 to 50, launching two investment choice options that offer gearing without the hassles of traditional margin lending products.

Party like it's 1983

Australian workers who took out super before 1983 have two months to consolidate their pre-1983 super accounts and save tens of thousands of dollars, according to a self managed super fund expert.

Aussies finally get life insurance message: IFSA

CHRIS NICHOLLS  |  FRIDAY, 27 APR 2007
Life and wealth protection sales grew by nearly 16 per cent in the 12 months to December 2006, according to new figures released by the Investment and Financial Services Association (IFSA).

BT to collect TFNs online

HAMISH MADDEN  |  FRIDAY, 27 APR 2007
BT Financial Solutions is making it easier for customers to provide tax file numbers (TFN) in the lead up to the 1 July super changes by launching an online TFN updating tool.

Manage your retirement: Greenspan

CHRIS NICHOLLS  |  FRIDAY, 27 APR 2007
Former US Federal Reserve Chairman Dr Alan Greenspan said US Government social security and Medicare liabilities would be hard to meet and baby boomers worldwide needed to be more active in their retirement preparations.

LIFT's SMSF gearing product on the up

CHRIS NICHOLLS  |  THURSDAY, 26 APR 2007
Independent financial services group LIFT Capital's unique SuperLIFT Self Managed Super Funds (SMSF) gearing product is less than a year old, but is already used by almost 80 adviser groups.

Millennium3 acquires Mawson Group

HAMISH MADDEN  |  TUESDAY, 24 APR 2007
ING-owned Millennium3 has acquired Mawson Group Australia, with Mawson's 104 advisers being transitioned to Millennium3 in coming months.

Vanguard puts case for passive-active allocation

An asset allocation expert from leading index manager Vanguard has put forward the case for a portfolio construction model that invests around 40 per cent in active strategies.

Superwoman under administration

Superwoman Financial Solutions Group, a financial planning firm part-owned by ING's Millenium3 dealer group, went into voluntary administration this month.

Capital First to pay broker commissions in 7 days

ALEX DUNNIN  |  MONDAY, 23 APR 2007
Mortgage lender Capital First will be paying commissions within seven days for brokers distributing their non-prime loans.