Zilla Efrat

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Financial planning

29 Apr

Consistency is the heart of Commonwealth’s success

Commonwealth Financial Services’ more cautious investment style appears to be working. Zilla Efrat takes a look at its philosophy and approach to investment decisions....

Financial planning

29 Apr

Bodies meet to form single CRS

The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) are in discussions with a view to merging their external complaints ...

Funds management

29 Apr

Retail property on the rise, but a hard slog for industrial sector

A recent survey by Australian Property Institute (API) New South Wales Division has found that property experts still expect growth in retail property in Australia’s thre...

Financial planning

29 Apr

US share service proves a winner

Commonwealth Securities, the Commonwealth Bank’s stockbroking arm, says it has experienced strong interest in the US share trading service it launched earlier this month....

Financial planning

29 Apr

Product ruling rush for ATO

The Australian Tax Office (ATO) says it may not be able to process all of the 110 applications it has so far received for product rulings before June, 30, 1999, despite h...

Financial planning

29 Apr

Hartley Poynton service opens a new chapter on convergence

News that Hartley Poynton has signed up the first two users for its new online share trading service – including AMP’s Hillross financial planning arm – is yet another ch...

Financial planning

15 Apr

Rating ASSIRT’s bold gamble

Five years have passed since ASSIRT rattled the market with news of its pay-to-be-rated scheme. Zilla Efrat revisits the debate and examines what has happened since....

Financial planning

15 Apr

ParaPlanning opens shop in NSW

ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales....

Financial planning

15 Apr

Calling Australia’s best, your course has arrived

The Securities Institute is to offer a Master of Applied Finance and Investment course from July onwards for what it terms Australia’s “finance elite”....

Financial planning

15 Apr

AOL, Intuit deal gives members a ride on the superhighway

Australian members of AOL now have access to the Quicken.com.au investment service, thanks to a recent alliance formed between AOL in Australia and Intuit, a leading inte...