Ross Kelly

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Financial planning

6 April 2006

Ex-patriots from the United Kingdom looking to transfer their pension across to Australia may be limited in their choice of investments, and could be hit with huge tax bi...

Financial planning

5 April 2006

Shadow shopper: one in five advisers fail

Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...

Financial planning

5 April 2006

ASFA’s super switching recommendations

Superannuation funds should take action within 10 working days of a customer requesting payment or additional information, according to Association of Superannuation Fund...

Funds management

4 April 2006

Global private equity gets a rap

Despite a limited number of competitors, two Australian-based global private equity funds have emerged onto the market with impressive ratings....

Financial planning

4 April 2006

FPA reinforces Westpoint commission stance

The Financial Planning Association has said the nature in which commissions were disclosed to Westpoint clients, not just the size of commission payments, should be the m...

Financial planning

4 April 2006

Most super providers fail disclosure test

Most superannuation product providers have recently issued deficient product disclosure statements, the corporate regulator has discovered....

Life/Risk

3 April 2006

Joint life insurance venture for farmers

Leading agribusiness bank Rabobank Australia and insurance advisory firm Future Life Financial Services have joined forces to deliver a new life insurance solution to rur...

Financial planning

3 April 2006

Target date funds tipped to grow

With the value of so-called ‘target date funds’ claimed to have grown by over 50 per cent in the US over the past four years, Russell Investment Group is predicting such ...

Funds management

2 April 2006

Macquarie details private equity play

Days after it received the seal of approval from Standard & Poor’s, Macquarie Investment Management has formally launched its global private equity fund, which will go on...

Financial planning

30 March 2006

Planners accept peer responsibility for Westpoint

Although financial planners think the Westpoint collapse can be blamed on a host of related parties, they are prepared to shoulder some of the responsibility....