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Financial Planning

Industry figures to participate on Government's super choice committee

Howard Rosario, CEO, Westcheme and Linda Elkins, director of 'Education Key' - a joint initiative between REST, Sunsuper and STA - will be part of the Government's superannuation choice of fund advisory committee.

AMP Capital needs to stand the test of time

Morningstar Research has given AMP Capital Investors Equity Fund-Class A an investment grade rating as part of the research house's Australian share sector strategy review.

Intech is HOT with strong buy

InvestorWeb research has awarded Intech's international share high opportunities trust (HOT) a five star rating.

Oasis updates planner software

Platform provider Oasis Asset Management will give financial planners an advanced version of its current software MoneyOne Office 1.30.

ASIC assesses churning and misselling

ASIC has announced its intention to examine how well financial advisers are complying with new legislation regarding advice to switch financial products.

Wake up call for looming dollar disclosure requirements

Product disclosure statements (PDS), statements of advice and periodic statements released after 1 January 2005 need to ensure they comply with incoming provisions.

September quarter sees 2.1 per cent growth in unitised wholesale funds

Plan for Life Actuaries and Researchers have revealed a 2.1 per cent rise in all unitised wholesale funds in their analysis of the 2004 September quarter.

ING's listed private equity makes first investments

Following its November listing on the stock exchange, ING PEAL has made its first investments in three private equity investment groups providing smaller investors access to a diversified multi-manager private equity portfolio.

Future bright for BT: Morningstar

Morningstar believes the future is looking bright for BT giving its Australian share fund a recommended rating.

Choice will not create super turf war

The introduction of Choice of Superannuation Fund is unlikely to lead to a marketing war and will not cause mass transfers of superannuation from industry funds to retail offers according to AMP Financial Services managing director Craig Dunn.