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Financial Planning

InTech ranks Tyndall No 1 in bonds

InTech has released its performance tables for the year ending 30 June, 2004 ranking Tyndall the number one specialist bond fund manager based on performance over every time horizon from three months out to seven year returns.

Perpetual Trustee Co issues two tranches of floating rate notes

AAP  |  FRIDAY, 23 JUL 2004
Perpetual Trustee Company on Thursday said it had priced two tranches of August 2035 floating rate notes for the Integrity Series 2004-1 Trust.

ATO to crack down on DIY super

The Australian Taxation Office is recruiting an additional 40 staff in an effort to crack down on Australians using self-managed superannuation funds to evade tax.

FPA backs new ASIC guidelines on SOA's

The Financial Planning Association (FPA) has thrown is support behind the latest guidelines provided by the Australian Securities and Investments Commission (ASIC) on how licensees and their representatives prepare Statements of Advice (SOA).

Kommunalbanken prices $200 mln three year Kangaroo issue

AAP  |  THURSDAY, 22 JUL 2004
Kommunalbanken AS, the single largest lender to Norwegian local governments, has today launched and priced a new $200 million three year Kangaroo bond issue.

Deutsche Bank reviews future of listed property trusts

AAP  |  THURSDAY, 22 JUL 2004
The real estate funds management arm of Deutsche Bank on Wednesday said it was reviewing the future of its Australian listed property trusts amid speculation of a three-way merger.

Wealth-creation seminar promoters comply with undertakings

AAP  |  THURSDAY, 22 JUL 2004
The promoters of a wealth-creation seminar held in Sydney on Wednesday were forced to make changes to its content to comply with undertakings made with the national corporate regulator.

IOOF says it should exceed prospectus forecast

AAP  |  WEDNESDAY, 21 JUL 2004
Favourable market conditions and new fund manager mandates will help IOOF Holdings exceed its 2003/04 prospectus earnings forecast, the financial services group said on Tuesday.

Real estate fairytale over but no crash in sight

AAP  |  WEDNESDAY, 21 JUL 2004
Despite the end of the real estate fairytale in Sydney and Melbourne, Australia\'s economy is robust enough to prevent a residential market crash, property experts said on Tuesday.

HFA funds "recommended"; Lonsec

HFA Asset Management, today announced it has received \"Recommended\" ratings from independent researcher Lonsec for two of its flagship funds.