Zilla Efrat

View articles by Zilla

Zilla 's social profiles:

News by this author

Financial planning

22 Jul

SMF lands beancounter fund

Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....

Superannuation

22 Jul

Super slugged by SLAB

Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....

Financial planning

08 Jul

Member choice market hots up

A new study has confirmed member investment choice has been sweeping though the Australian superannuation industry....

Financial planning

08 Jul

Macquarie builds from the bottom up

With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...

Financial planning

08 Jul

Techno stocks power the surge to an info economy

Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....

Financial planning

08 Jul

Advisers get wise on wrap services details

A survey by Macquarie Portfolio Services has revealed that the knowledge of wrap services among advisers has escalated over the past 12 months, and particularly over the ...

Financial planning

08 Jul

Jardine retail operations are born again

As part of a new drive into the retail market, Dresdner RCM Global Investors (DRCM) has acquired Jardine Fleming Australia’s unit trust business in Australia. ...

Financial planning

24 Jun

Fraudulent adviser gets six years

Former Financial Wisdom financial adviser Stuart John Forsythe has been gaoled for six years by the Newcastle District Court on 33 Aus-tralian Securities and Investment C...

Financial planning

24 Jun

Tower keeps building on its growing reputation

Tower Asset Management's forte in Australian equities has helped it win $715 million in new money to manage lately. ...

Funds management

24 Jun

The continuing rise of property - residential

Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...