Robust investment lifts Rising Star 17 May 2013 0 This year’s Money Management/Lonsec Fund Manager of the Year awards Rising Star is Itau Unibanco SA - a fund manager which has been operating in its Brazil home market since the 1950s.
Unique process delivers the goods 17 May 2013 0 The combination of a highly regarded investment team, a robust investment process and the breadth of asset classes from which investments are drawn has seen Legg Mason named the winner in the Asset…
Downside focus creates upside 17 May 2013 0 Depth across a number of asset classes and strong stock selection in Australian equities, Australian small caps and fixed income has led to Schroder continuing its winning ways in the multi-sector…
Loyal to the label 17 May 2013 0 Staying true to label is the secret to Certitude’s success in the Alternative Investments category in the Money Management/Lonsec Fund Manager of the Year awards.
The team that stayed and won 17 May 2013 0 Zurich won first place in the property and infrastructure category of this year's Money Management/Lonsec Fund Manager of the Year awards off the longevity of its investment team, according to senior…
Many happy returns 17 May 2013 0 The strength of Smallco Investment Funds’ returns over the last 12 months made it a sure winner of the equities (long short) category this year's Money Management/Lonsec Fund Manager of the Year…
SMSFs and related party improvements to property 14 May 2013 0 SMSF Academy's Aaron Dunn looks at a related party undertaking improvements to a property at no cost, and explains whether increases in the property value constituted a contribution.
SMSF members moving into retirement phase 14 May 2013 0 New data points to increasing numbers of SMSF members moving into retirement phase.
Costs crimping comfortable retirement 14 May 2013 0 Increasing costs are making maintaining a comfortable retirement more difficult, according to the latest data from the Association of Superannuation funds of Australia.
SPAA claims vindication on super changes 14 May 2013 0 A report commissioned by the Australian Taxation Office into how to communicate about superannuation reinforces what SPAA has been saying, according to technical director Graeme Colley.
CFS adds new options to FirstChoice 16 May 2013 0 Colonial First State (CFS) has added five new investment options to its FirstChoice platform.
AQR Capital Management adds unit class to trust 16 May 2013 0 AQR Capital Management has announced the introduction of new unit class within its AQR Global Risk Premium Trust.
BT expands funds under Wrap Capital Protection 16 May 2013 0 BT Financial Group extends to 150 the number of funds under capital protection product.
CUA launches new youth-market offering 16 May 2013 0 Credit union CUA has launched an online savings product it claims is specifically aimed at the youth market.
Two-thirds of planners eyeing the door 18 Feb 2013 0 Almost two-thirds of financial planning professionals are willing to leave their employer if the right opportunity comes along, according to a Profusion Group survey.
Friday is deadline day for CFP enrolments 18 Feb 2013 0 Enrolments for the 2013 Certified Financial Planner (CFP) program close on 22 February.
SMSF101 launched online 18 Feb 2013 0 The SMSF Academy has teamed up with Money101 to launch SMSF101 - an online self-managed superannuation fund (SMSF) education offering for financial planners and accountants.
Phone-based advisers in short supply 18 Feb 2013 0 As financial planners look to position clients at the centre of their advice offering, demand is high for client services specialists and phone-based advisers.
