Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Financial Planning

Telstra Super allows public access

The Telstra Superannuation Scheme has applied for a licence to enable it to become a public offer fund.

Senate passes changes to super payments reporting

The Senate has passed the Tax Laws Amendment (Superannuation Reporting) Bill allowing employers, from 1 January 2005, to forgo quarterly reporting of superannuation entitlements to employees with little resistance in the upper house of Parliament from ...

Wealthy defy weakening property trend

High net worth investors are defying concerns about increasing interest rates and stagnant property prices by continuing the momentum of buying and selling properties and upgrading their homes.

Zurich software mixes and matches pensions

Zurich Financial Services Australia has developed a new software tool to assist financial advisers establish the best combination for their clients involving a mix between an allocated pension (AP) and a term-allocated pension (TAP).

Dealer groups warm to hybrids

The launch of the Allco Hybrid Investment Trust (HIT) has attracted strong pre-launch support from dealer groups.

Ethical approach pays off for BT

BT's sustainability share fund has been awarded Ethical Fund of the Year.

Investment group takes exchange by storm

Australian Value Funds Management (AVFM) made its debut on the Australian Stock Exchange (ASX) in spectacular style yesterday listing at 30.5 cents per share, more than 20 per cent above the issue prices of 25 cents.

Meteoritic rise for Plum and NGS

Both Plum and Non Government Schools Super fund (NGS) have enjoyed a meteoritic rise in funds under management with Plum's employer division reaching the $4 billion mark and NGS Super reaching $1 billion.

Assirt conflict policy pushes for full upfront fees

Managed funds research house Assirt Research has released its policy on dealing with conflicts of interest stating it will no longer grant managers access to ratings before they are released and charge full ratings fees at the outset of the ratings process.

Double-digit returns continue for 2004 but beware of the US dollar.

Results from Intech's latest growth survey reveal the median fund has achieved a year-to-date return of 13.4 per cent which means superannuation investors will enjoy double digit returns for the first calendar year since 1998.