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Financial Planning

Effective marketing needed for Choice

Specific target marketing could be the key to attracting and retaining members for superannuation funds in the new choice of fund environment.

Be prepared to pay for advice: FPA

The Financial Planning Association (FPA) has issued yet another warning in the super choice brouhaha claiming the debate on fees is 'missing the point' and some fund members should be 'prepared to pay' for relevant and tailored advice.

GPT, Babcock & Brown JV to proceed

General Property Trusts (GPT) has one its battle for independence following the trust's unitholder meeting yesterday, which approved the establishment of an international property joint venture with Babcock & Brown and ended its association with Lend ...

Morningstar feels Advance needs to boost bull market returns

The Advance Wholesale Australian Shares Multi Blend Fund's investment strategy has received a Morningstar 'investment grade' rating with the researcher believing better performance in bull markets is needed from the manager.

ASFA makes an informed choice

The Australian Superannuation Funds Association has launched an information program for employers and employees on choice of fund.

Citigroup outsources in corporate master trust redesign

As part of a massive revamp of its corporate superannuation master trust Citigroup Asset Management has outsourced custody and administration to State Street Corporation and asset consulting to ipac.

Mercer adds administration to SMSF service

Mercer Wealth Solutions has launched an expanded self-managed superannuation fund (SMSF) solution, which will combine Mercer's investment expertise with an outsourced administration provider.

Bill to fine-tune Choice passed

A government bill to fine-tune laws allowing employees to choose their superannuation fund was passed by the House of Representatives yesterday.

Industry bodies in joint move to improve financial literacy

The Australian Bankers' Association (ABA), the Financial Planning Association (FPA) and the Investment & Financial Services Association (IFSA) have worked together to released a guide to help employees improve their financial literacy in the lead up ...

Boutique fund managers important to industry: van Eyk

Boutique fund managers play an important role in the Australian funds management industry according to latest findings from van Eyk's 2005 Australian equities review.