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Financial Planning

Revised Govt super co-contribution to significantly boost take-up: IFSA

According to the lastest estimates provided by the Investment & Financial Services Association (IFSA), the Government's proposed 150% superannuation co-contribution will significantly boost take-up amongst Australian's earning between $30,000 and $50,000.

Financial advisers warned of unrecognised training courses; ASIC

Financial advisers undergoing training with registered providers may be enrolled in unrecognised courses, Australia's financial regulator has warned.

S&P says nonlife insurance sector will remain strong in 2004

AAP  |  TUESDAY, 25 MAY 2004
Strength in Australia's nonlife insurance sector is likely to continue in 2004 despite indications the insurance cycle has peaked recently, a report by Standard & Poor's Ratings Services said on Monday.

Sentinel US Property Fund open for Aust investors

Lowes Talbert Partners has announced it will begin marketing the Sentinel US Property Fund which is now open for subscription by Australian investors.

ING launches $500mln transferable deposit

AAP  |  MONDAY, 24 MAY 2004
ING Bank (Australia) today launched a five-year Transferable Deposit (TDs) issue.

Active equity fund managers underperform: Intech

Intech has released the results of its sector fund performance survey, claiming the results highlighted a disappointing performance from active equity fund managers.

Retail managed funds grew by 3.2% in March Quarter: Assirt

Assirt Research has released its 2004 March quarter market share report measuring the size of the managed funds market.

Investco's Global Matrix Fund recommended: Zenith

Invesco's Global Matrix Fund has received a recommend rating from Melbourne-based investment research company Zenith Investment Partners after outperforming its index since inception in October 1999.

Guaranteed retirement annunities at risk: Mercer

Australians wishing to retire on a guaranteed income stream that complies with the social security test exempting all assets must act quickly before the Federal Government cuts the exemption in half, financial planners Mercer Wealth Solutions said.

Fitch: investment properties more risky than owner-occupied

Fitch Ratings on Monday warned loans for investment properties were more risky in an economic downturn than loans for owner-occupied properties.