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Financial Planning

ASIC extends transitional position on dollar disclosure

The Australian Securities and Investments Commission will extend the date for compliance with the dollar disclosure regime from 1 January 2005 to 1 March 2005.

Federal Court makes orders in relation to Primelife Investment schemes

Following orders by the Australian Securities and Investments Commission, the Federal Court in Melbourne has made orders to appoint an investigative accountant to review the affairs of 37 investment schemes connected with Primelife Corporation Limited ...

Soul Pattinson branches out into superannuation

AAP  |  WEDNESDAY, 6 OCT 2004
Investment house Washington H Soul Pattinson and Co Ltd today announced it would branch out into the superannuation market.

Macquarie launches into retail hedge funds

In response to a growing retail demand for hedge funds, Macquarie Equity Markets today launched the fourth series of Equinox.

Mortgage Industry Association of Australia issues 'soft dollar' disclosure code

The Mortgage Industry Association of Australia (MIAA) will require its mortgage broker members to disclose the receipt of non monetary benefits.

APRA grants first superannuation licence to REST

APRA granted REST Superannuation its new registrable superannuation entity (RSE) license. The license was granted under APRA's new superannuation licensing regime for superannuation trustees.

Macquarie steps up to the Challenge in margin lending

On Friday Macquarie Margin Lending announced its acquisition of Challenger Financial Services' $140 million margin loan book.

Super Choice clarifies award status

Choice of Fund legislation continues to cause confusion within the superannuation and investment industry, a problem being compounded by inaccurate updates on government websites.

Small cap managers outperform: van Eyk

Small cap fund managers continue to outperform benchmark returns index but this may not be sustained, according to a report by van Eyk Research.

Financial Planners warm to absolute return funds

According to the results of a nation-wide survey released today, more financial planners are making larger allocations into absolute return funds.