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Financial Planning

Mid cap sectors lead Aussie equity returns

Australian equities have for the second year in a row posted returns above 20 per cent but have been surpassed by small and mid caps stocks according to end of financial year data released by Morningstar.

Highland takes new loan products to Australian market

Global fund manager Highland Capital Management has introduced senior secure loans and collateralised loan obligations to the Australian investment landscape.

Aberdeen International Equity Funds gets three stars

Standard & Poor's (S&P) has awarded the Aberdeen International Equity Fund an Assirt rating of three stars and has assessed the manager's capabilities in the international equities sector as 'competent'.

Gearing up for longer-term value

Research from MLC has revealed that in most cases gearing adds value to an investor's portfolio.

Survey shows employees more aware about super legislation

An ACNielsen survey has revealed 93 per cent of employees are now aware of the recent legislative changes allowing them to choose their own superannuation fund.

S&P assesses UBS Australia's funds

Following a review of the sector capability and funds offered by UBS Australia, Standard & Poor's (S&P) has awarded a range of Assirt ratings to its funds including a five-star rating to its cash fund, Australian bond fund, Property Securities fund and ...

Future Fund won't be a market burden: Minchin

AAP  |  THURSDAY, 21 JUL 2005
The federal government's billion dollar Future Fund would be large but it would not be an "800 pound gorilla", according to Finance Minister Nick Minchin.

DFA offers cost and tax-effective access to Australian top 100

Morningstar Research has awarded the investment strategy of the DFA Australian Large Company Trust an 'investment grade' feeling the product offers investors cheap and tax effective access to stocks in the top 100 Australian listed companies.

ASIC bans SMSF adviser

The Australian Securities and Investments Commission (ASIC) has moved to shut down a self managed super fund adviser after it was found the adviser had conducted business without an Australian financial services licence (AFSL) and provided misleading ...

Orders issued against investment scheme manager

The Australian Securities and Investments Commission (ASIC) has been granted interim orders in the Adelaide Federal Court against Guiseppe Mercorella whom the regulator alleges breached the Corporations Act through his involvement in a managed investment ...