Michael Bailey

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Policy & Regulation

29 March 2005

Tax management next for Morningstar

A global database for dealer group research heads, and a tax liability management tool, are next on the agenda for Morningstar following yesterday’s release of its client...

Financial planning

28 March 2005

Super promoter faces court

The Gold Coast-based promoter of a superannuation rollover scheme has been ordered to stand trial for allegedly duping clients into believing their superannuation savings...

Financial planning

22 March 2005

Great British news for AMP faithful

Long-suffering AMP shareholders have finally received some good news from the UK, with spin-off HHG recording a 38 million pound profit for calendar year 2004....

Financial planning

21 March 2005

Challenger gets HSBC bargain for a reason

The apparent bargain price paid for HSBC Asset Management Australia by Challenger Financial Services could reflect capacity constraints in its listed property business an...

Financial planning

21 March 2005

Another researcher suspends HSBC ratings

Lonsec has become the second research house to suspend ratings on most HSBC Asset Management Australia funds, following yesterday’s confirmation of its purchase by Challe...

Financial planning

20 March 2005

How direct property went from dead to darling

You have to be of a certain age to remember it, but at one stage back in the 1980s there was five times as much money in unlisted property funds and syndicates as there w...

Financial planning

17 March 2005

CBA/452 talks called off

Colonial First State will not be renegotiating its exclusive distribution deal with 452 Capital from the position of strength it may have hoped for, following yesterday’s...

Financial planning

16 March 2005

Investor Group businesses merge

Listed financial planning and accounting business, Investor Group, will merge four of its member firms into two....

Financial planning

16 March 2005

Japan a happy hunting ground

Foreign asset management firms have managed to gain a surprisingly firm foothold in the Japanese marketplace, according to a study published this week by Boston-based fir...

Financial planning

15 March 2005

Planner pleas heard by ATO

Financial planners who were paid commissions by the sponsors of now-banned tax effective schemes, and invested money themselves, have had some success in reclaiming penal...