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Superannuation

Asset Super boost insurance and appoint MLC

KATE HAGE  |  WEDNESDAY, 28 JUN 2006
Asset super's board have awarded their insurance mandate to MLC, in a move away from their current manager, Tower Life.

Finsia and ASX to educate advisers on listed products

HAMISH MADDEN  |  TUESDAY, 27 JUN 2006
The Australian Stock Exchange (ASX) and the Financial Services Institute of Australia (Finsia) today announced the launch of a new training program focused on listed financial products.

Full steam ahead for super strategies: Navigator

HAMISH MADDEN  |  TUESDAY, 27 JUN 2006
Navigator is encouraging consumers to re-examine their retirement strategies and turbocharge their savings by fully leveraging the superannuation tax benefits of the recent Federal Budget.

Value of advice shines at Tupicoffs

Financial planner Neil Kendall from financial planning group Tupicoffs has successfully demonstrated the 'value of advice' after his one-off pro-bono work for a low income client saw them nearly $300,000 better off.

Westpac FP launches $500k super campaign

Westpac Financial Planning has launched a marketing campaign designed to help their existing clients realise the extra incentives to save for their retirement on the back of Treasurer Costello's proposed 2006 super reforms.

S&P rates new five oceans fund

KATE HAGE  |  TUESDAY, 27 JUN 2006
S&P has given a tentative 'three star new' rating to the relatively recent Five Oceans World Fund following its November 2005 launch.

Financial Wisdom grows and goes its own way

HAMISH MADDEN  |  MONDAY, 26 JUN 2006
Dealer group Financial Wisdom continues to develop its progressive services and strategies while at the same time expanding its network, announcing it now has 410 advisers under its umbrella.

Back to bonds: EPFR

The flight to quality has intensified in recent weeks with global bond funds the only fund category that enjoyed a net inflow in the last month, according to a US-based global bonds and equity funds tracker.

SAITeysMcMahon on the acquisition trail

ALEX DUNNIN  |  FRIDAY, 23 JUN 2006
Specialist funds management group SAITeysMcMahon (SAITM) has added to its growing direct property portfolio by acquiring $623 million in commercial retail properties from Woolworths supplemented by the $120 million purchase of a Sydney metro office property.

Finsia SEEKs new frontier with partnership

HAMISH MADDEN  |  FRIDAY, 23 JUN 2006
The Financial Services Institute of Australasia (Finsia) has announced a strategic partnership with SEEK Learning as part of a plan to expand the range of financial services education options.