Julie Bennett

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Financial planning

12 April 2000

Chartered accountants continue to prepare to move into financial planning with a new proposal to change the governance structure of the Institute of Chartered Accountants...

Financial planning

12 April 2000

Money growing on bluegums

The days of investing in agricultural investment schemes purely for tax reasons are over....

Financial planning

12 April 2000

BTFM improves

ASSIRT has given the thumbs up to BT Funds Management's investment team follow-ing its acquisition by Principal Financial Services....

Financial planning

12 April 2000

Friendly takeover

Australian Unity has taken over the $60 million Permanent Friendly Society, its biggest merger since its formation in 1993....

Funds management

12 April 2000

Did you know... bonds take a nosedive

Did you know.... Bonds take a nosedive The old insurance bond is looking a bit sad and drab these days and in the wake of bold new performers in other sectors, it's a wo...

Superannuation

12 April 2000

Retirees to be hit with Timor conflict

People retiring next financial year could find their superannuation payouts hit hard by the Timor Medicare surcharge...

Financial planning

11 April 2000

IOOF bags four stars

Morningstar has awarded IOOF Funds Management with a four star rating. Nine IOOF products achieved a five star Morningstar rating, while another 13 achieved four stars....

Funds management

6 April 2000

BT Funds Management comes up trumps

ASSIRT has given the thumbs up to BT Funds Management's investment team following its acqui-sition by Principal Financial Services....

Financial planning

30 March 2000

Chartered accountants prepare for planning assault

Chartered Accountants will be able to continue using their CA designation even when they do not own their own practices, if proposed changes to the Institute of Chartered...

Financial planning

30 March 2000

Educators failing young investors

American author Robert Kiyosaki has thrown down the gauntlet to educators, including financial advisers, challenging them to find ways in which to educate the young about...