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Superannuation

Putnam banks on fixed income

Putnam Investments has flagged that fixed income will remain its key focus in 2007 and will herald in next year with a "conservative approach" in case of more rate rises in the US.

XPLAN ranked first by planners

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
A recent report has found that for the second year in a row XPLAN has been ranked the number one planning software provider by financial planners and paraplanners.

Aviva removes CGT liability from platform migration

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
In response to widespread concerns about CGT realisation when migrating funds, Aviva has announced that from tomorrow advisers will be able to transfer client investments from Navigator Access to the full-featured Navigator platform without triggering ...

Praemium partners with stockbroking specialist

HAMISH MADDEN  |  WEDNESDAY, 29 NOV 2006
Listed Australian managed accounts provider Praemium has entered into an agreement with leading stockbroking technology provider GBST Holdings that will see improved services and efficiencies for both sets of clients.

Mirvac to launch new funds after $1.1b buying spree

Listed property giant Mirvac Group has stitched up a deal to acquire $1.124 billion worth of properties and business from Walker Corporation which will underpin new funds to be launched within the next 12 months.

Philanthropy takes centre stage: Trust

When rescued Beaconsfield miners Todd Russell and Brant Webb decided to establish a charity fund that will provide assistance to the children of Beaconsfield, they turned to estate planning and philanthropy specialist, Trust.

VFMC to take investments in-house

The Victorian Funds Management Corporation (VFMC) is set to review all of its externally managed investments and move as many as possible in-house, part of a new strategy spearheaded by the group's recently appointed chief investment officer, Leo de ...

Catholic Super overhauls property mandates

HAMISH MADDEN  |  WEDNESDAY, 29 NOV 2006
The Catholic Superannuation and Retirement Fund (CSRF) has revised its property investments resulting in $100 million of new property mandates being awarded.

Schroders emerging markets fund praised by Zenith

HAMISH MADDEN  |  WEDNESDAY, 29 NOV 2006
Zenith has rated the Schroders Global Emerging Markets Fund (SGEMF) recommended while at the same time praising the fund as the best of its kind in the Australian space.

PE investments - trustees must understand the risks

ALEX DUNNIN  |  TUESDAY, 28 NOV 2006
The race for better investment returns is pushing super funds into alternatives strategies that are badly understood by some trustees, said the Australian Prudential and Regulation Commission (APRA).