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Financial Planning

S&P feels UBS needs to review fees

Standard & Poor's (S&P) has awarded the UBS Global Alpha Strategies (Australia) Fund a three star Assirt rating and has considered UBS Australia's fund of hedge funds sector capability to be 'strong'.

ASFA's Super Guru to fight choice confusion

With the choice of fund ready for implementation in two weeks' time the Australian Superannuation Funds Association (ASFA) has launched Super Guru, an online consumer guide aimed to set people on the road to superannuation enlightenment.

Future Fund will not inflate asset prices

AAP  |  WEDNESDAY, 15 JUN 2005
The federal government's billion dollar Future Fund will help lift demand for Australian assets but will not push up prices to unjustified levels.

Pengana wins $300m for property security fund

Colonial First State (CFS) has awarded Pengana Capital a $300 million mandate for its First Choice Property Security Multi-Manager portfolio.

James Fielding launches new infrastructure growth fund

James Fielding Infrastructure (JFI) has launched an infrastructure growth fund offering investors access to invest in the equity and quasi-equity of unlisted infrastructure assets in Australia.

Advance Asset Management beefs up distribution team

Advance Asset Management (Advance) has appointed John Allmey to the role of national account manager for retail and Brett Canning as stage manager for NSW and ACT.

ASIC provides guidance about Choice advice

The Australian Securities and Investments Commission (ASIC) has released a guide to help individuals and organisations, namely employers, who do not hold an Australian financial services licence (AFSL) and are likely to give advice to employees about ...

Macquarie wraps up deal for Coin

Macquarie Bank has acquired Coin Software with former owners Ian Litster, Suwandi Tan and Darren Pettiona to continue on with the business for the next three years.

Tyndall launches new income fund

Tyndall will be launching a Quality Income Fund, which will provide investors with exposure to fixed interest and investment securities such as Australian bonds, floating rate securities and hybrid-security investments.

Watchdogs to recruit trustees for data collection

The Australian Prudential Regulatory Authority (APRA) has written to superannuation trustees to enlist their assistance in collecting fees and charges data which will in turn be published by the Australian Securities and Investments Commission (ASIC).