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Financial Planning

More confidence in financial planners

A CPA Australia survey has revealed increased investor and business confidence in financial planners.

Major super funds look to $12 billion merger

AAP  |  FRIDAY, 26 NOV 2004
Two of Australia's largest superannuation funds have indicated their interest in merging to create a $12 billion mega fund, according to newspaper reports.

Transurban revisits Aussie debt market

Following a roadshow in Melbourne and Sydney this week Transurban has issued a minimum of $100 million medium term notes (MTN) at a fixed rate for five years.

Aon signs three for $50 million boost

The Aon Master Trust has picked up three new corporate clients adding a further $50 million to the group's funds under administration.

UBS International Equity Fund scores an A

Standard and Poor's has given the UBS International Equity Fund, currently managing over US$35 billion in assets, an A rating.

IWL picks up 10 per cent of Rivkin's broking business

Managed funds research group IWL has picked up a 10.14 per cent stake in the ailing stock broking firm, Rivkin Financial Services.

ATO cracks down on SMSFs

The Australian Taxation Office (ATO) has served notice it will be taking a hard line against non-complying self-managed superannuation funds (SMSFs) and is in the process of formulating a three-step process to help determine which SMSFs to audit.

FPA's advice to industry

The FPA has released the Guide to the Development of Effective Statements of Advice.

ASFA trains up ComSuper

ASFA will be offering two diploma courses in superannuation to the employees of major public sector superannuation administrator ComSuper.

Researchers give Aberdeen's Asian funds the thumbs up

Morningstar and InvestorWeb have given positive assessments to Aberdeen Asset Management's Asian Opportunities and China Opportunities funds.