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Financial Planning

ATO reminds employers about Choice requirements

The Australian Taxation Office (ATO) has issued a reminder to employers that eligible employees must be offered a choice of superannuation fund by the end of the week.

ING locks in over $10 billion with OneAnswer

Strong inflows into several ING funds including the Optimix Manage-The-Manager offerings, the Tax Effective Income Trust, and the firm's mortgage funds, have led to ING's chief platform product OneAnswer passing the $10 billion mark in funds under management ...

BT magnifies new advice business

BT Financial Group has established a new financial advice business, appointing Mark Spiers to head the business.

Asset Super tenders out its administration

As part of its Australian Prudential Regulatory Authority (APRA) licence requirements, Asset Super will tender its back office administration service, currently provided by CitiStreet.

Australian fund data added to Morningstar Direct

Australian fund data is now available via Morningstar's online global research platform called Morningstar Direct.

Four star rating for MIR Absolute Return Fund

The MIR Absolute Return Fund has received a four star Standard & Poor's (S&P) Assirt rating and has had its capability in the Australian Shares - Hedge Fund sector assessed as 'strong'.

QIC targets a new global active strategy

The $39 billion Queensland Investment Corporation (QIC) has established a Global Macro Program aimed to generate active investment returns using a multi-strategy, multi-manager approach.

Bridges beats WA payroll tax liability

Bridges Financial Services has had its objection to the Western Australian Office of State Revenue's (WA OSR) payroll tax assessment and registration accepted.

Navigator enhances its shares and research services

Navigator has extended its direct share offer to investors of the Navigator Personal Investment plan and teamed up with research providers Aegis Equities Research and Aspect Huntley.

Lonsec recommends ARF in first industry fund rating

Lonsec has joined the ranks of ratings houses providing reviews of industry superannuation funds by releasing its review of the Australian Retirement Fund (ARF).