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Financial Planning

Macquarie plans for end of financial year

Macquarie has re-focused a range of investment offerings in response to investor demand for tax effective strategies including the launch of two new products the Macquarie Atlas Fund and the Macquarie reFleXion Trusts.

Australian businesses not ready for choice: NAB

AAP  |  TUESDAY, 26 APR 2005
Australian businesses are unprepared for imminent changes to the superannuation regime, which will enable workers to choose their own super fund, the National Australia Bank says.

S&P gives Principal Global Investors four stars and an upgrade

Standard & Poor's (S&P) has awarded the Principal Global Strategic Income Fund an Assirt rating of four stars as well as a 'strong' rating regarding the manager's capabilities in both the Business Management and the Global High Income sectors.

ASIC moves against a high-yield investment scheme.

ASIC will wind up a high yield investment scheme operated by Shane William Hoy of Kuraby and his companies BG Investments International Pty Ltd and Pathlawn Pty Ltd.

Saunders to leave Challenger following QIC deal

Challenger's head of manager research and alliances Caroline Saunders and senior manager research and alliances Kathy Cave are to leave the group as a result of a new strategic alliance Challenger has just signed with the fourth largest wholesale funds ...

Morningstar upbeat on Morgan Stanley

Morningstar has given Morgan Stanley's large-cap value global shares strategy, as offered in Australia via Advance International Sharemarket funds, a recommended rating.

Deutsche infrastructure business heads to NY

Deutsche Asset Management's (DeAM) head of Australia Shaun Mays will head up its global infrastructure business after DeAM announced a restructure and expansion of the Australian infrastructure operations

Matrix recommits to Oasis platform

Dealer group Matrix Planning Solutions has re-signed platform provider Oasis Asset Management for another three years after first signing with the latter in 2001.

Boutique manager added to Russell Australian Shares Fund

Russell Investment Group has added MIR Investment Management to the manager line-up of its Australian Shares Fund boosting the fund's line up of managers to six.

MacarthurCook looks to global property

Boutique property manager MacarthurCook will expand into global property by bringing overseas property managers to Australia.