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Financial Planning

Advisers waiting for better SMAs: survey

Local separately managed accounts (SMA) providers have to offer more products and more features before SMAs could become mainstream, according to an Investment Trends survey.

Arnheim Gillard's new advisory service targets HIP managers

CHRIS NICHOLLS  |  MONDAY, 16 APR 2007
Arnheim Gillard has launched a new 'holistic' financial advisory service targeting Australia's growing High Income Professional (HIP) market.

CHOICE rates reverse mortgages

ALEX DUNNIN  |  MONDAY, 16 APR 2007
CHOICE has reviewed 23 reverse mortgages against a range of what it believes are "good practice" standards and found 10 to be satisfactory, 11 to be not good enough and two to be poor.

Legg Mason FOHF rated four stars

HAMISH MADDEN  |  FRIDAY, 13 APR 2007
Legg Mason's fund of hedge funds product the Legg Mason Permal Investment Holdings Trust has been awarded a four star rating from Standard & Poor's (S&P).

Contango targets financial services

WWW.THESHEET.COM  |  FRIDAY, 13 APR 2007
The boutique Australian equity fund manager Contango Asset Management is branching out with the release yesterday of a prospectus for a listed investment company that has a mandate to invest purely in the financial services industry.

GESB launches advice division for members

HAMISH MADDEN  |  FRIDAY, 13 APR 2007
Western Australia's $8 billion public sector super fund GESB has launched a new financial advice service for members, with a former Mercer exec to head up the division.

NSW Govt to launch biodiversity fund

Private land owners and property developers are set to benefit from an innovative NSW Government scheme which allows both parties to address the biodiversity impact of any land development through a centralised offset and credit-based scheme.

Deutsche Xenon leveraged hedge fund recommended

HAMISH MADDEN  |  THURSDAY, 12 APR 2007
The Xenon Alpha Plus3 (XAP3), the third Australian leveraged hedge fund from the Deutsche Xenon brand, has been rated 'recommended' by Zenith Investment Partners.

Attitude determines financial altitude: Plum

Forget financial literacy. Leading superannuation advice specialist Plum found that attitudes to money are more critical than financial education when trying to get the message across.

Sunsuper launches free advice call centre

CHRIS NICHOLLS  |  WEDNESDAY, 11 APR 2007
Sunsuper has introduced a new member advice centre to provide free over-the-phone financial advice to members.