Ross Kelly

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Financial planning

17 January 2006

Zurich Financial Services has joined the chorus of local fund managers urging Australian investors to look to offshore equity markets for out-performance in 2006....

Superannuation

17 January 2006

Choice fails to ignite SMSF adoption

The new choice of superannuation fund regime has failed to accelerate the growth of self-managed superannuation funds....

Financial planning

17 January 2006

Excessive fees plague mortgage sector

Australia’s mortgage fund industry is plagued by excessive, inefficient or outdated fee structures, according to a fresh sector report....

Policy & Regulation

16 January 2006

Govt rejects Labor call for super tax cuts

The assistant treasurer, Mal Brough, has rejected Labor’s call for a phasing out of the contributions tax for people earning $40,000 to $100,000 a year, stating that any ...

Financial planning

15 January 2006

NAB sells $0.7b UK investment business

National Australian Bank has sold a large part of its funds management operations in the United Kingdom to London-based fund manager Tilney Investment Management....

People & Products

12 January 2006

Perpetual platform head leaves for Skandia

The man hired to steer Perpetual Investments’ recent foray into the platform market has resigned to take up a senior executive position at Skandia....

Financial planning

12 January 2006

Glebe put up for sale

Glebe Asset Management is to be sold off by its owner, the Anglican Church of Australia....

Financial planning

12 January 2006

FPA asks Govt for tax deductible advice

Scrapping reasonable benefit limits; changing rules on employer eligible termination payments; and making more financial planning services tax deductible have all been su...

Funds management

12 January 2006

Vision eyes global equities

Large industry fund Vision Super has increased its asset allocation to international equities at the expense of Australian stocks, fixed interest and cash....