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Financial Planning

S&P says CPF ratings unaffected by sale of centres

AAP  |  MONDAY, 24 NOV 2003
Standard & Poor's Ratings Services said today that the ratings on Commonwealth Property Fund are unaffected by the announced sale of the fund's 50% share in three regional shopping centres to its joint venture partner, Westfield Trust for $A610 million.

Australian equity fund managers add value in 2003: survey

The 9.5% return on Australian equities in the first four months of the financial year was the strongest of any comparable period since 1993.

Accounting firm addition continues Capstone evolution

Premier Financial Solutions, the financial planning arm of leading accounting firm McKenzie and Partners, has become the latest group to join Capstone Financial Planning.

Perpetual diversified infrastructure fund secures NT airport investment

Hot on the heels of last week's investment roadshow lead by the Chief Minister for the Northern Territory Clare Martin, Perpetual Investments' diversified infrastructure fund has secured an investment in the territory.

Gold Coast company director committed for trial: ASIC

Former Gold Coast businessman Lakhmi Gulabrai Daswani - also known as Lux Daswani - was today committed to stand trial in the District Court on charges brought by the Australian Securities and Investments Commission (ASIC).

Securities Institute to deliver CFA gap course to fast track ASIC compliance

The Association for Investment Management and Research (AIMR) has engaged the Securities Institute of Australia (SIA) have teamed up to develop a bridging course that enables candidates and charterholders of the global Chartered Financial Analyst (CFA) ...

ASIC eases disclosure requirements on managed investment warrants

The Australian Securities and Investments Commission (ASIC) has issued a new class order easing disclosure requirements for ASX-traded warrants on managed investment products.

Deakin and AustChoice announce intentions to merge

Deakin Financial Services Group Ltd and AustChoice Financial Services Ltd have announced plans to merge into one financial planning company, pending shareholder approval at both companies' AGMs in December.

Snowball to join forces with boutique firm

Snowball Group Ltd has announced its intention to join forces with boutique financial planning firm Ferguson Group, which advises clients on behalf of $55 million in investment funds.

Rising rates take steam out of real estate market

AAP  |  WEDNESDAY, 19 NOV 2003
Rising interest rates have helped take some of the steam out of Australia's real estate market as price rises begin to show signs of plateauing and short-term speculators exit the market.