Carmen Watts

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Financial planning

27 July 2005

Merger and acquisition activity in the business world generally runs in cycles. One organisation buys or merges with another, which in turn can trigger a frenzy of activi...

People & Products

27 July 2005

Watson Wyatt appointed to Future Fund

The Federal Government has named Watson Wyatt as the asset consultant to assist in developing the investment mandates for the Future Fund....

Financial planning

26 July 2005

Pay up: planners get marginal raise

Salaried financial planners will only receive an average pay rise of 3 to 5 per cent this year, according to the latest research from Money Management, carried out by the...

Financial planning

13 July 2005

ACTU concerned about “short-termism”

The secretary of the ACTU, Greg Combet has expressed concern that superannuation funds are too often being placed under pressure to achieve good short-term returns at the...

Financial planning

11 July 2005

Second consecutive year of double digit returns

The double digit returns secured by the majority of Australian superannuation funds in 2004-05 have been reinforced by REST Superannuation which last week announced a 12....

Financial planning

6 July 2005

FPA vigilant under choice of fund

The Financial Planning Association has used its latest newsletter to members to make clear that it will be adopting a highly vigilant approach to the new choice of supera...

Financial planning

5 July 2005

The search for a single solution

The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...

Financial planning

4 July 2005

ATO reinforces choice obligations

The Australian Taxation Office has moved to reinforce with employers their obligations under the new choice of fund regime, particularly their handling of the new choice ...

Financial planning

22 June 2005

APRA encourages whistle-blowers

The Australian Prudential Regulation Authority has said it wants to encourage whistle-blowing in the financial services sector and expects the institutions it administers...

Financial planning

21 June 2005

Portfolio Partner joins Packer

Portfolio Partners’ Richard Dixon will succeed Chris Kourtis as portfolio manager of the ‘high conviction’ Elite Opportunities Trust, following yesterday’s resignation of...