Samantha Walker

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Financial planning

28 Oct

Wyld bunch take on master trust heavies

Kevin Wyld is one of the faces behind Beacon Investment Services, which is to be officially launched at the Financial Planning Association’s convention in Sydney next mon...

Funds management

27 Oct

Ralph no worries for property syndicates

Potential investors in property syndicates need not be afraid of the Ralph tax reforms, according to one industry pundit....

Financial planning

27 Oct

Advisers fulfill AMP's financial plan

AMP Financial Planning is probably Australia's biggest dealer group with about 1280 plan-ners. Samantha Walker steps inside the juggernaut to see what makes it tick....

Financial planning

27 Oct

Have you got your own personal web site

Forget the Saturday papers and the phone. Employers will be searching for future employees in cyberspace, write Samantha Walker....

Superannuation

26 Oct

Tower goes direct to retirees

Tower Life Australia hopes to raise $40 million from its new Protected Equity Bond which is being distributed direct to investors via a call centre....

Financial planning

14 Oct

Harris rides tides of change

Retired secretary of Perth-based RAC Superannuation Fund Kerry Davey always knew Bob Harris was coming to brief employees when he saw a diminutive figure toting a brand n...

Financial planning

14 Oct

Convention line-up set

The 1999 Financial Planning Association (FPA) convention in Sydney is well on track to being the FPA’s most successful one yet....

Financial planning

14 Oct

Annuities take on a growth spurt

Fund managers have been facing an uphill battle in getting investors to recognise the attractiveness of annuity products that include growth assets....