Ross Kelly

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Financial planning

18 Jan

Zurich Financial Services has joined the chorus of local fund managers urging Australian investors to look to offshore equity markets for out-performance in 2006....

Superannuation

18 Jan

Choice fails to ignite SMSF adoption

The new choice of superannuation fund regime has failed to accelerate the growth of self-managed superannuation funds....

Financial planning

18 Jan

Excessive fees plague mortgage sector

Australia’s mortgage fund industry is plagued by excessive, inefficient or outdated fee structures, according to a fresh sector report....

Policy & Regulation

17 Jan

Govt rejects Labor call for super tax cuts

The assistant treasurer, Mal Brough, has rejected Labor’s call for a phasing out of the contributions tax for people earning $40,000 to $100,000 a year, stating that any ...

Financial planning

16 Jan

NAB sells $0.7b UK investment business

National Australian Bank has sold a large part of its funds management operations in the United Kingdom to London-based fund manager Tilney Investment Management....

People & Products

13 Jan

Perpetual platform head leaves for Skandia

The man hired to steer Perpetual Investments’ recent foray into the platform market has resigned to take up a senior executive position at Skandia....

Financial planning

13 Jan

Glebe put up for sale

Glebe Asset Management is to be sold off by its owner, the Anglican Church of Australia....

Financial planning

13 Jan

FPA asks Govt for tax deductible advice

Scrapping reasonable benefit limits; changing rules on employer eligible termination payments; and making more financial planning services tax deductible have all been su...

Funds management

13 Jan

Vision eyes global equities

Large industry fund Vision Super has increased its asset allocation to international equities at the expense of Australian stocks, fixed interest and cash....