Larissa Tuohy

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Financial planning

10 May 2006

The Government’s decision to simplify the superannuation regime has been applauded by financial services providers, with the abolition of Reasonable Benefit Limits and th...

Financial planning

7 May 2006

ASIC revokes SMS Advising Group licence

The SMS Advising Group has had its Australian Financial Services Licence revoked by ASIC....

Funds management

4 May 2006

Surge for unlisted property sector

The Australian retail unlisted property trust sector experienced its largest annual capital raising in 2005, with funds under management rising by 30 per cent....

Financial planning

4 May 2006

S&P provides more clarity for ‘on hold’ funds

Standard and Poor’s (S&P) has introduced new measures to improve the transparency around fund ratings placed ‘on hold’....

Financial planning

3 May 2006

The platform universe under the microscope

There are many different ways of viewing the Australian funds industry. In broad terms, there’s the total funds market and within that, there is the retail, wholesale and...

Financial planning

2 May 2006

Portfolio Partners signs up to UN investment initiative

Portfolio Partners is the first Australian fund manager to sign up to the Principles for Responsible Investment (PRI), a global scheme co-ordinated by the United Nations ...

Financial planning

2 May 2006

Finsia merger process now complete

The recently formed Financial Services Institute of Australasia (Finsia) has formalised the make-up of its board, adopted a new constitution and legally confirmed its cha...

Life/Risk

1 May 2006

HBF teams up with Zurich to offer life insurance

Retail insurance provider HBF has launched a new life insurance product, which will be issued by Zurich Australia but promoted under the HBF brand....

Funds management

30 April 2006

Macquarie hedge fund offering expanded

Macquarie Portfolio Management has expanded its range of hedge fund investment options, giving retail investors access to a global group of absolute return hedge fund man...

Financial planning

27 April 2006

Cover aids succession planning

Kenyon Prendeville has announced the launch of an insurance policy which will ensure buyers of financial planning practices do not default on instalment payments....