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Financial Planning

Tribeca expands into SMSF education

Education provider Tribeca is set to acquire the Strategist Group, a provider of training and compliance services in the SMSF sector.

SAITeysMcMahon launches Primary Infrastructure Fund

Boutique fund manager SAITeysMcMahon has launched its new unlisted open-ended Primary Infrastructure Fund that will offer investment in land and attached assets leased to primary production businesses.

Acquisition sparks new name and division for CDC IXIS

Groupe Caisse d'Epargne's acquisition of CDC IXIS has been the catalyst for the establishment of a new division in its corporate structure with core business lines consisting of financing and investments, asset management, institutional custody and asset ...

Multiplex to relaunch unlisted development fund

AAP  |  THURSDAY, 11 NOV 2004
Property developer and manager Multiplex Group today said it will re-launch and re-badge its unlisted $100 million Multiplex Development Trust II and invite retail investors to participate in the offering.

APRA bans MD

APRA has disqualified former managing director of Rural and General Insurance Aaron Stephenson from any participation as a director or senior manager of a general insurer authorised non-operating holding company, or as a senior manager or agent of a ...

Wise man wins 2004 Adviser of the year award

Wise Financial Service's principal Brian Boggs has been named Zurich Adviser of the year in 2004. In 2003 Mr Boggs' company picked up the 2003 IFA practice of the year award.

Perth Airport No.1

Perth Airport, the wholly owned subsidiary of Airstralia Development Group, has been voted Australian Major Airport of the Year for the second year running.

Schroders maintains reputation

Schroders' Australian Equity Fund S Class has bounced back to positive returns over the last year outperforming the 200 Index's 20.71 per cent by 2.57 per cent.

Basel II for Australia in 2008

APRA has decided the new global supervisory framework for assessing the capital adequacy of deposit-taking institutions, Basel II, will be fully implemented in Australia by January 1, 2008.

CSAM maintains AAA rating

Following on from CSAM's recent trend towards losing fund management mandates good news is on the horizon as ratings agency S&P affirming its AAA rating for CSAM's international equity funds.