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Financial Planning

Superannuation 'cashback' promoters arrested trying to flee

Andrzej Michalik and his son Martin Michalik have appeared in Perth's Magistrates Court after being arrested while trying to board a flight to Singapore placing them in breach of a court order issued earlier by the Supreme Court of NSW requiring them ...

Portfolio Partners concentrated strategy

Portfolio Partners Prof Elite Opportunities' unorthodox strategy has earned a recommended rating from Morningstar after a solid performance over the 12 months ended October 31, 2004 where the fund outperformed benchmark by 1.73 per cent.

Offshore property a must for institutional investors

Australian institutional investors will be forced to look offshore for property investments as the local market becomes more competitive and investors become over-exposed according to Franklin Templeton Institutional managing director John Gall.

10 more on AMP Financial Planning's list

AMP Financial Planning has enhanced its approved products and services list with 10 of Australia's biggest industry superannuation funds.

Risk-return numbers fail to tell the story

The WM Company, the European performance arm of State Street, has released research finding which states information ratios have little predictive value.

Australian Financial Services teams up with Russell

National financial planning group Australian Financial Services (AFS) has outsourced $180 million of investments to Russell's wholesale multi-manager funds.

Navigator facilitates path into direct shares

Navigator Personal Retirement Plan customers can now use the platform to invest directly in shares in a variety of the ASX top 200 companies including Coles Myer, Telstra, Commonwealth Bank, and BHP.

AA rating for Citigroup Equity Trust

Citigroup Equity Trust with $1.3 billion in funds under management has been awarded a fund management rating of AA rating from Standard and Poor's.

ABN Amro recommended by Morningstar

Morningstar has given a recommended rating to ABN Amro's Australian share fund strategy.

A strong buy is a matter of Principal

Principal Global Investors' strategic income fund received a 'strong buy' rating by InvestorWeb and a 'recommended' rating from Zenith Investment Partners.