Michael Bailey

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Accounting

15 May 2005

Count flags new accounting spin-off

Count Financial is preparing to launch a new accounting brand, a new direct share service, has overhauled its member incentive plan, and unveiled a grading system for its...

Financial planning

15 May 2005

QIC to send Challenger global at last

Challenger Financial Services will finally offer an international equities fund to the retail market, following the formation of a manager selection and portfolio constru...

Financial planning

15 May 2005

Swiss neutrality wins the alternative battle

If volatility is the market neutral fund’s friend, then the smooth upward trajectory of most equity indices during 2004 presented a hostile environment....

Financial planning

15 May 2005

BT back in economic black

BT Financial Group’s horror years of the early twenty-first century continue to fade into memory, as the unit delivered a big increase in funds under administration and a...

Financial planning

15 May 2005

Fines for super shirkers on the rise

The amount of superannuation guarantee charge raised by the Australian Tax Office has quadrupled over five years, according to the body’s latest data....

Financial planning

5 May 2005

PIS to take Evans departure in stride

The departure of Grahame Evans after five years as managing director at Professional Investment Services was “perfectly timed”, according to chief executive Robbie Bennet...

Financial planning

4 May 2005

Mediocre rating for Perpetual’s Irish

Perpetual Investments’ Dublin-based international equity team has received a lukewarm welcome from Lonsec, which has assigned it a third-level ‘Investment Grade’ rating i...

Funds management

28 April 2005

Macquarie margin lends for property

Macquarie Bank has continued its roll-out of tax-effective products in time for June 30, with a margin loan into property being the latest....

Financial planning

27 April 2005

Listed investments gain narrow planner popularity

Client demand is driving the increasing popularity of listed investments among advisers, with 83 per cent now using them in client portfolios according to a new survey....

Financial planning

27 April 2005

Asian funds here to stay

Asia-specific equity funds should become a permanent part of portfolios, rather than the tactical play they have traditionally been, according to ING Investment Managemen...