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Financial Planning

LPT's generating greater risk; RetireInvest

RetireInvest research manager Margaret Callinan says despite the dream run for listed property trusts (LPT's) during the previous few years, the changing investment profile has meant listed property is now a riskier asset class than was the case 10 years ...

Thinking of retiring? Keep your mouth shut, survey shows

AAP  |  MONDAY, 12 JUL 2004
Thinking of retiring but afraid to admit it?It\'s true - Australia\'s top executives are reluctant to talk about the subject with colleagues for fear it could be detrimental to the rest of their career, a new survey has found.

Over reliance on DIY: AVIVA

In response to a study by the Australian Stock Exchange (ASX), Aviva Australia chief operating officer Grant Salmon says too many investors rely on do-it-yourself investment schemes and newspapers for investment advice rather than consulting financial ...

Aust banks heading towards more challenging period: study

AAP  |  MONDAY, 12 JUL 2004
After enjoying years of strong asset growth, the economic environment for Australia\'s banks is likely to become more challenging over the next 12 months, a new report has found.

One-year returns for super funds jump 13.2%

Preliminary performance figures for superannuation funds for the year to June 30 have shown that one-year returns have jumped by an estimated average 13.2% since end June 2003, when returns had an 0% average.

Relaxed super compliance will disadvantage workers; ASFA

The Association of Superannuation Funds of Australia (ASFA) said the government's plan to ease the superannuation compliance burden on small businesses will disadvantage many of Australia's most vulnerable employees.

Bank deposits outstrip investment flows; Rainmaker

Data provided by Rainmaker Information reveals bank deposits are still growing at almost two-thirds the pace faster than investment flows despite the impressive returns super funds have achieved in the previous 12 months.

Super changes bad for workers, ACTU

AAP  |  THURSDAY, 8 JUL 2004
Changes to superannuation reporting requirements for small business would only increase uncertainty for workers, the ACTU said on Wednesday.

BT, Invesco rank highest; Mercer

BT Financial Group and Invesco funds have closed the financial year at the top of the Mercer pooled fund survey for 2003/2004.

Super compliance to ease: PM

Prime Minister John Howard announced changes to the superannuation guarantee arrangements last night, removing the need for small business to report quarterly superannuation contributions to employees.