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Financial Planning

InvestAhead to merge into Centric Wealth

KATE HAGE  |  WEDNESDAY, 27 SEP 2006
Sydney based financial planning, risk insurance and corporate benefit services provider InvestAhead will merge with larger financial planning firm Centric Wealth.

Costello puts super and savings in the hands of kids

KATE HAGE  |  WEDNESDAY, 27 SEP 2006
School children can now look forward to spending, saving, constructing houses and earning their own brand of currency called "mutual" by doing environmentally friendly activities in their school hours, according to Treasurer Peter Costello.

Government launches Super Best Practice Guide

The Government has released a new guide to help superannuation funds lodge returns and produce better official reports while it will also help funds come to grips with Budget changes that may take effect next year.

Planners find Avenue in succession

Privately-owned dealer group Avenue Capital Management practiced what it preached on succession planning when it sold a substantial stake of its business to one of its advisers.

Plan B snaps up second NZ planning business

KATE HAGE  |  WEDNESDAY, 20 SEP 2006
Western Australian based financial planning group Plan B has continued to stretch out over the Tasman with the acquisition of its second New Zealand based planning firm in a fortnight.

Fund advertising is essential: Retailers Assoc

The Australian Retailers Association, the employer group that is the principal sponsor of the public offer industry fund REST, has told the Senate Super Inquiry that post-choice super funds have no choice but to advertise.

Housing and super can work together: Max Super

ALEX DUNNIN  |  WEDNESDAY, 13 SEP 2006
The New Zealand Government's proposal to let their KiwSaver scheme members divert part of their super into home mortgages may not be as crazy as it seems, particularly if it helps boost total retirement savings.

SMSFs most flexible option post Budget: Mariner

KATE HAGE  |  MONDAY, 4 SEP 2006
Mariner Financial believes that recent Budget changes mean the most flexible way individuals can top up their super over time is through a self-managed super fund.

Forget industry funds, focus on advice: AFA

KATE HAGE  |  FRIDAY, 1 SEP 2006
The Association of Financial Advisers (AFA) has implored the advice community to forget any factional fighting with industry funds and put the value of advice squarely back into the spotlight.

Abacus Property to launch hotel fund

In the last 12 months diversified property fund manager Abacus Property Group has steadily built up hotel assets to the tune of $250 million ahead of a new hospitality fund to be launched later this year.