property

Financial planning

Business as usual for BT – under Principal’s wing

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...

Financial planning

Greater exposure to growth assets needed

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Financial planning

Take into consideration the liquidity advantages

Investors and their advisers tend to pay scant attention to liquidity, what it costs and whether they need it. Just like more widely recognised factors such as market ris...

Financial planning

Industry still in the dark on disclosure

Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...

Financial planning

Facts and figures tell a different story…

As advisers head into the new financial year, looking for the silver lining on last year's grey clouds, unusual facts are emerging in various investment sectors....

Financial planning

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

Paladin, Norwich partners

Paladin will be launching a number of property securities and syndication products under its new partnership with Norwich Union....

Financial planning

Prudent person rules affect trustees

Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the prudent person...

Superannuation

New Zealand News – Compulsory retirement savings gains ground

Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey....

Financial planning

Margin lending: margin squeeze?

Over the past five years, a lot of the fat has been trimmed from profit margins for banks on home loans. At the same time, profit margins for margin lenders remain robust...

Policy & Regulation

Tax Office clamps down on trust definitions

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

Financial planning

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. ...

Financial planning

Are we simply too wrapped up in wraps?

Australia's financial services watchdog has just handed down its vi-sion of how wrap accounts should be regulated. ...

Financial planning

Making a direct hit withn syndication

Syndication has become the darling of the direct property investment sector, with new schemes coming to the market almost every month. John Wilkinson takes a look at what...

Financial planning

Brewer shows he's got the hot touch

National Asset Management executive director of property Graham Brewer has a habit of getting in the headlines....