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Financial Planning

It's only the beginning for GSJBW's Australian share fund

Morningstar Research has awarded the strategy of Goldman Sachs JBWere's (GSJBW) Wholesale Australian Equity Fund an 'investment grade' rating, acknowledging the lost ground the fund made up over the past 12 months but believing it now needs to consolidate ...

Assirt/S&P still hesitant on Perpetual

The new combined Assirt/ Standard & Poor's has placed Perpetual Investment's international equity funds on hold pending review following the transition of the funds to the group's new Dublin-based in-house asset team.

Tower to make amends for account balance errors

Tower Superannuation (Tower Super) has given ASIC an enforceable undertaking to correct errors pertaining to the members' account balances for the Tower Superb Master Trust (Superb).

MLC launches MasterKey enhancements

In a bid to tap into the thirty-something market, MLC will launch its new MasterKey service platform enabling advisors to access a broader client base beyond the traditional retirement market.

New mortgage fund from Australian Unity

Australian Unity Investments has launched a new mortgage fund with the objective being to provide income returns to customers through investing in mortgages not normally used by other mortgage funds.

Mercer launches clearinghouse for employer super clients

Mercer Human Resource Consulting has today launched a new online clearing-house solution for employer super clients called MercerSpectrum.

IFSA says international tax bill will attract $15 billion in capital inflow

IFSA has welcomed the passage of the New International Tax Arrangements Bill through the Senate, which will pave the way for the removal of capital gains withholding tax on income repatriated overseas.

Fewer investors want professional help

Less people are seeking professional financial advice now compared to two years ago but those that do are in general more satisfied with that advice, according to the latest AC Neilson bi-annual Wealth Management Report.

Mariner and Multiport launch new self-managed super service

Mariner Financial has joined with Multiport to offer a flexible self-managed superannuation fund service.

Award Agreements could prevent choice of fund

Speaking at a recent Clayton Utz forum, workplace relations specialist Michael Byrnes signalled the advent of choice could some bring on some testing industrial relations scenarios where Australian Award Agreements (AWAs) may preclude groups of employees ...