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Financial Planning

Jana offers long-short trusts to retail space

KATE HAGE  |  WEDNESDAY, 3 MAY 2006
Jana Implemented Consulting (Jana), together with MLC, is stepping away from its traditional research and consulting space by launching two new alternative investment trusts aimed at the retail market.

Netwealth upgrades with even more flexibility

ALEX DUNNIN  |  WEDNESDAY, 3 MAY 2006
Platform provider netwealth has just released details of its 2006 product upgrades, including greater provision for hedge fund investments, listed warrants, allocated and transitional pensions and more flexible insurance premiums.

AUI-Platypus unveil Aussie equities trust

Australian Unity Investments has launched AUI Platypus Australian Equities Trust, two months after the group and Sydney-based boutique manager Platypus announced their joint venture.

Macq offers world hedge through Equinox

Macquarie Portfolio Management has launched a fund that offers mums and dads access to the top hedge fund managers in Asia and other emerging markets.

More Australians feel financially secure

In a welcome change to recent surveys on the nation's chronic savings gap, the latest ipac Financial Security Report has found that 62.1 per cent of Australians are feeling financially secure, an improvement from the 43.5 per cent figure in 2005.

Excel online or perish: KPMG

The latest research from consulting giant KPMG warns that superannuation funds should provide consumers with more user-friendly websites or risk losing market share.

MillhouseIAG brings private equity to retail

Private equity fund manager MillhouseIAG is using its international private equity clout to bring the best deals to retail investors at home.

Asgard flags plan to step ahead of competitors

St George-owned Asgard Wealth Solutions has flagged a raft of initiatives to be rolled out later this year including improvements to AdviserNET, a new 'quasi equity' scheme for planners and an increased focus on Generation Y clients.

Telstra Super form alliance with Trust

KATE HAGE  |  THURSDAY, 20 APR 2006
Telstra Super's Financial Planning arm has appointed Trust Company of Australia Limited to offer additional advice to its members.

NAB rolls out in-house planner strategy

KATE HAGE  |  THURSDAY, 20 APR 2006
National Australia Bank (NAB) Financial Planning has piloted an in-house financial planning model in a number of Queensland branches, with plans to look at implementing it nationally later in the year.