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Financial Planning

Sandhurst drives its funds forward

Following a review on Bendigo Bank's subsidiary Sandhurst Trustees Ltd (Sandhurst), Standard & Poor's (S&P) has assigned Assirt ratings to a range of Sandhurst's funds.

New investment risk tool for SMFSs launched

St Clair Financial Services has launched a new tool to help self-managed superannuation fund (SMSF) trustees measure the risk of their investment strategies.

Former financial adviser guilty of fraud

Michael Smith has pleaded guilty in the District Court of South Australia to three counts of fraudulently converting clients' funds for his own or his company's use or benefit.

MLC customises its MasterKey

MLC has revamped its Masterkey Custom platform reducing fees for its self managed super product and widening the investment choice options to include an increased number of ASX listed share options and hybrid securities.

AMP offers flexible protection for a lifetime

AMP has enhanced its insurance product features to the Flexible Lifetime range including improved income protection and implemented new commission structure to its retail protection range.

Zenith approves Macquarie Fusion Funds

Zenith Investment Partners has given the Macquarie Fusions Funds - June 2005 offer an approved rating, calling it a 'soundly structured' product.

Popularity of reverse mortgages set to rise

AAP  |  FRIDAY, 17 JUN 2005
An ageing Australian population and a widening retirement savings gap are set to give rise to a robust reverse mortgage industry, analysts say.

Government makes super portable in time for Choice

The Federal Government will remove the six month restriction on superannuation portability making it easier for Australians to move their superannuation balances between funds come 1 July 2005.

MIA and van Eyk release first joint rating

The alliance between managed funds research house van Eyk and property researcher Managed Investment Assessments has produced its first joint rating with the Centro Direct Property Fund rated as 'superior'.

Global property opportunities for BT

BT Financial Group has tapped into the $500 billion global property marketing expanding its global property funds to invest in developing European and Asian property markets.