Articles tagged with 'Colonial-First-State'

Employee share schemes update

22 March 2010 | Deborah Wixted gives an update on employee share schemes and what the new rules mean for your clients.


Strategies to grow super beyond contribution limits

12:00 AM | Super contribution caps imposed last year disrupted a lot of your client investment strategies. With the end of financial year approaching, now could be the time to make up some of that shortfall. One strategy to consider is a Colonial First State geared fund to help clients with their long-term goals.


Avoid the pitfalls of contribution caps

15 March 2010 | Deborah Wixted explains how to make the most of superannuation funds and outlines the best way to avoid the contribution cap traps.


What's ahead for SMSFs?

8 March 2010 | The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will determine the shape of their future.


S&P removes 'on hold' from CFS strategies

1 March 2010 | Standard & Poor's has assigned three-star ratings to two 452 Capital-managed large-cap Australian equities strategies distributed by Colonial First State.


Bank deposit yields favoured

25 February 2010 | The comparative attractiveness of bank deposit yields was one of the themes of Standard & Poor's (S&P's) Australian fixed interest peer group review.


Money Management 4minutes

24 February 2010 | The only dedicated multimedia news bulletin for the financial advice industry. 7 days of news in under 4 minutes. Proudly sponsored by Macquarie.


CFS terminates $852m mortgage fund

16 February 2010 | Redemption requests in excess of available cash convince CFS to terminate fund.


MLC appoints former CFS exec to key sales role

4 February 2010 | MLC has appointed former Colonial First State head of platform sales Aubrey Roga to a key insurance role.


FirstNet Adviser - first choice for online functionality

2 February 2010 | For the past two years, Colonial First State’s FirstChoice has been rated best platform by financial advisers*, and it’s not hard to see why. Through FirstNet Adviser it delivers online functionality that is in a class of its own.


No sign of mortgage fund thaw

21 January 2010 | Mortgage funds now face the delicate balancing act of meeting the interests of both investors waiting for the sector's recovery and those still looking for an exit strategy.


The top 5: Platforms

21 December 2009 | As 2009 comes to a close, Money Management looks at the platforms that have dominated the industry.


Scoring your retirement goals

14 December 2009 | Deborah Wixted looks at ways to help your clients hit their retirement savings target.


The year in review: A rollercoaster year

14 December 2009 | A year of extremes has forced the industry to step up and meet the demands of clients, writes Brian Bissaker.


Recovery is all in the timing

7 December 2009 | One consequence of the equity market downturn could be a return to a more active focus on economic fundamentals and their impact on financial markets, writes Stephen Halmarick


Super contributions: a winning combination

23 November 2009 | Many clients can benefit from a strategy that involves a combination of salary sacrifice contributions and co-contributions, writes Deborah Wixted.


IFSA's super charter alters fee structure

17 November 2009 | IFSA's super charter alters fee structures for advice and changes the ground rules on advertising.


Infrastructure: Turbulence creates opportunity in airports

16 November 2009 | The storm-term impact of the global financial crisis could have long-term benefits for aviation investors, writes Peter Meany.


CFS global property funds reassigned S&P rating

10 November 2009 | Following the appointment of senior portfolio manager Andrew Nicholas to head of global property securities at Colonial First State, Standard & Poor’s has revised their property funds’ ratings, ‘on hold’ since April.


Financial stability review

9 November 2009 | A major theme in the RBA’s assessment is the resilience of Australia’s financial system compared to those of other countries. Stephen Halmarick reviews Australia's economic health.


Platforms and wraps: A matter of perception

9 November 2009 | If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, therefore, highly competitive environment. A Mike Taylor editorial.


Master trusts and wraps: Catalyst for change

9 November 2009 | The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports


SMSF growth delivers windfall to platforms

6 November 2009 | Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation clearing house SuperChoice.


The new formula for income

12:00 AM | Beware of new income definitions for government benefits, writes Deborah Wixted.


Listed property soars in September

8 October 2009 | The listed property sector gained 9.8 per cent in September, resulting in a more than 55 per cent gain since the sector hit its low in May this year.


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1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
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2%
 
39%

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