Articles tagged with 'fees'

IFSA CEO hits out at report

17 December 2008 | Increasing default super options will limit choice and increase fees.


IFSA report shows falling fees

16 December 2008 | But Sherry doesn't agree.


Default super must meet certain standards

16 December 2008 | APRA best placed to gather performance data.


RaboPlus drops fees on managed funds

5 November 2008 | Only until the end of this year.


Netwealth adopts changes to wrap service

30 October 2008 | Fee cap, rewards program aim to combat falling FUA.


Fees to blame for lower net return in retail funds: APRA

16 October 2008 | Balanced and growth options compared over five years.


Adviser remuneration a mixed bag

24 September 2008 | The most successful are those that are properly defined and disclosed.


Calculate fees impact on super – AIST

30 July 2008 | Argues that age pension and planner fees must form part of ‘super snapshot’.


Higher fees, same alpha

16 July 2008 | Fund managers charging more, but are they delivering more?


Planners expect growth in fee-for-service

25 June 2008 | Only 11 per cent are pure fee-for-service, but growth expected.


Funds want fees prohibition on FHSAs

12 March 2008 | Industry funds extend anti-fee stance to First Home Saver Accounts.


Retail fees anomaly

23 January 2008 | Retail investors paying too much.


CFS takes rap on Generation Fund fees

17 January 2008 | Morningstar downbeat on fee structure.


BT Wrap sweetens rebates

13 December 2007 | Adviser demand drives strategy.


Don’t compare, match!

2 November 2007 | Planners hope to transform super industry.


Index investing not as sound as it seems

21 June 2007 | Some of the major arguments supporting the use of index fund managers over active managers are not as robust as they would seem on the surface, according to an investment analyst with a major financial services corporation.


Australian share valuations ‘overstretched’

5 June 2007 | Australian share valuations are “starting to look overstretched”, and investors should consider rebalancing their portfolios, according to Perennial Investment Partners head of retail Brian Thomas.


Bloch calls for tax deductibility

11 May 2007 | While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible.


MLC improves its platform pricing

29 March 2007 | MLC has made changes to the fee structure incorporated in its MasterKey Custom platform that will see customers benefit from both reduced charges as well as a more flexible pricing strategy.


Macquarie Incentive Series to charge for outperformance only

22 February 2007 | Macquarie Funds Management has launched a set of funds, called the Incentive Series, comprising a single fee for outperformance of the respective benchmarks with no other forms of remuneration.


Mercer awards Invesco a hedge fund mandate

24 January 2007 | Mercer Global Investments has changed the target allocations of its Diversified Alternatives fund with a new mandate comprising 10 per cent of the fund being given to the Invesco Multi-Strategy Fund.


BT wraps a package of benefits

22 January 2007 | BT Financial Group is about to launch a new initiative on its wrap platform that will see selected fund managers enjoying a range of exclusive benefits while investors save on administration costs.


MLC migrates fee-for-service to super products

27 November 2006 | National Australia Bank subsidiary MLC has taken another step down the fee-for-service route, announcing today that it will be applying a fee-for-service approach to its personal superannuation offering combined with a revamped pricing structure.


Weaven calls for independent research on fees/commissions

27 November 2006 | IFS executive chair Garry Weaven has called for independent research on a selection of superannuation fund members to show what fees they are paying and how their fund is performing.


Caution needed when hedging equities

27 November 2006 | Unlike bonds, which can be hedged 100 per cent back to the local currency for good returns with little risk, equities can produce very different results depending on portfolio time periods and fund management costs, according to Vanguard Investments Australia head of fixed interest Mathew McCrum.


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Super Regulation Should superannuation funds be compelled to suspend advertising capable of persuading uninformed investors to crystallise losses?
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