David Chaplin

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Financial planning

22 Aug

New chief for BT Institutional Assest Management

Head of BT New Zealand, Myles Baron-Hay, will return to Sydney after the Olympic games to join BT’s Institutional Asset Management team as head of in-stitutional business...

Financial planning

21 Aug

Ipac sells stake in Kiwi fund manager

IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....

Policy & Regulation

17 Aug

NZ News 17/08 – Withdrawal tax workable, says ISI

The Investment Savings and Insurance Association (ISI) has claimed a victory following Government amendments to the superannuation funds withdrawal tax, included in the T...

Financial planning

17 Aug

Australian market swede as for Skandia

Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...

Financial planning

16 Aug

IFSA multi-media document engages attention

The Investment and Financial Services Association (IFSA) has rolled out a multi-media disclosure document in a bid to develop a best-practice model for fund man-agers usi...

Financial planning

14 Aug

Compliance deadline trips small super funds

Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...

Financial planning

03 Aug

FPIA conference from the inside

The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...

Financial planning

20 Jul

NZ News 20/07 – Government crackdown targets trusts

The New Zealand Government’s plans to bring taxation aspects of family trusts into line with Australian regulations have met with fierce resistance from many tax speciali...

Financial planning

06 Jul

NZ News-Uncertainty looms over pre-funded super scheme

The New Zealand Government's proposed pre-funded superannuation scheme could be in place by July next year, according to Peter Harris, economic adviser to Finance Ministe...