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Superannuation

Word of mouth works: Tyndall

CHRIS NICHOLLS  |  MONDAY, 3 SEP 2007
Nearly half of all clients who use a financial planner would 'definitely' recommend them to family or friends, according to a new Tyndall survey.

ASFA awards Who's Who

ARIA, Sunsuper and Plum Financial were among the winners at this year's ASFA Communications Awards held in Melbourne last night.

Morgan Stanley launches carbon bank

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
Global financial services group Morgan Stanley has created its own carbon bank allowing clients to review and offset carbon using worldwide industry standards.

BNP funds keep heads off block

Two of BNP Paribas' re-opened fixed income funds have been spared the guillotine and emerged with minor scratches after the company announced official valuations yesterday.

GMO small caps downgraded by Morningstar

GMO's Australian small cap shares funds have been downgraded by Morningstar after the departure of former head of equities Max Cappetta and head of equity research Anthony Corr.

Property portfolio changes at EISS, ISPT

ALEX DUNNIN  |  THURSDAY, 30 AUG 2007
The Energy Industries Superannuation Scheme (EISS) and the Industry Superannuation Property Trust (ISPT) are making key changes to their property portfolio.

Schroders distributes into China through Citibank

ALEX DUNNIN  |  THURSDAY, 30 AUG 2007
Schroder Investment Management is partnering with Citibank to launch a suite of six mutual funds that will be distributed in China through Citibank's customer networks.

Retirement gets more expensive: ASFA

CHRIS NICHOLLS  |  WEDNESDAY, 29 AUG 2007
The cost of maintaining a 'modest' standard of living in retirement has increased by 8.8 per cent in the last three years, and a comfortable retirement by 8.1 per cent, according to the latest Westpac ASFA Retirement Standard survey.

Funds SA puts faith in property

CHRIS NICHOLLS  |  TUESDAY, 28 AUG 2007
Funds SA has increased its non-core unlisted mandate with Russell Investment Group's real estate division to $112 million.

DIY fund insurance more tax effective

MICHAEL HOBBS  |  TUESDAY, 28 AUG 2007
Australians are better off holding insurance policies through a self-managed super fund because of the tax advantages, according to Adelaide-based Cavendish Superannuation Fund.