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Financial Planning

AFS completes buy-back from Zurich

HAMISH MADDEN  |  WEDNESDAY, 19 APR 2006
Australian Financial Services Ltd (AFS) has successfully completed its buy-back of Zurich Financial Services Australia's 39.7 per cent holding in the group.

Single women a rising force in residential property

Single women may account for a small portion of the home buyer market but a recent survey has revealed they are fast becoming a dominant force.

Multi-broker trading platform launched by Bourse Data

ALEX DUNNIN  |  THURSDAY, 13 APR 2006
Bourse Data has just launched a platform with a twist, a multi-broker platform that lets investors choose which broker they want to use for their online securities transactions.

We need professional education courses that set advisers apart: AFA

KATE HAGE  |  WEDNESDAY, 12 APR 2006
The Association of Financial Advisers (AFA) has picked up the ball and run with it following last week's shadow shopping fallout, and the answer they say, is in improved professional education.

SMSFs turning to managed funds

Self managed super fund (SMSF) clients are finding it easy to manage their investments but are becoming more defensive, increasingly opting for managed funds.

Skandia adds flexibility with non-commutable pensions and TAPs

ALEX DUNNIN  |  WEDNESDAY, 12 APR 2006
Skandia has added non-commutable allocated pensions (NCAPs) and term allocated pensions to its superannuation product menus.

Fin literacy won't happen overnight, but it will happen: Clitheroe

HAMISH MADDEN  |  TUESDAY, 11 APR 2006
Paul Clitheroe, chair of the Financial Literacy Task Force, believes improving financial literacy is a 20 year project.

Surging CFD volumes pressuring online brokers

WWW.THESHEET.COM  |  TUESDAY, 11 APR 2006
Contracts for Difference (CFDs) might be forcing the Australian online broking industry to consolidate.

Accountants come under shadow shop radar

KATE HAGE  |  MONDAY, 10 APR 2006
Unlicensed advisers and accountants will also fall under ASIC's radar, in the fallout of the shadow shopping survey results unveiled last week, revealing that over 22 representatives gave advice out of their realm.

Equities lead bull run in super savings: SelectingSuper

The latest performance figures from Rainmaker/SelectingSuper shows investors are continuing to enjoy strong returns, particularly in Australian and global equities.