Sara Rich

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News by this author

Superannuation

17 May 2007

The topic of self-managed superannuation funds (SMSF) seems to be replacing investment property conversation at more and more baby boomers’ weekend barbecues....

Financial planning

16 May 2007

Unregistered scheme wound up

An Australian Securities and Investments Commission investigation has resulted in a Perth-based development, Lake Coogee Estate, being wound up because the managed invest...

Life/Risk

15 May 2007

IUS forms new insurance proposition with Cuna

Group income protection specialist International Underwriting Services (IUS) is set to position itself as a new player in the Australian life insurance market, claiming t...

Financial planning

14 May 2007

ING tool unlocks TTR strategies

ING has created a tool to assist advisers in implementing tax-effective transition-to-retirement (TTR) pension strategies for their older, medium to high income earning c...

Financial planning

13 May 2007

Education the business of the day at FLS

Dealer group Financial Lifestyle Solutions is about to embark on an educational program designed to teach its key advisers and insurance brokers the skills needed to oper...

Policy & Regulation

10 May 2007

Bloch calls for tax deductibility

While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....

Financial planning

9 May 2007

Colonial puts advisers back in classroom

Known in the hedge funds industry as a patient investor, Colonial First State Global Asset Management’s hedge fund team has shown that it pays to be well educated on an i...

Financial planning

9 May 2007

ASIC winds up Brisbane-based company

An Australian Securities and Investments Commission investigation has led to the winding up of Brisbane-based Property Developers Fund....

Financial planning

9 May 2007

FirstChoice adds new gearing options

Colonial First State has enhanced the investment menu of its platform FirstChoice by adding three new geared options....

Financial planning

8 May 2007

Next Financial and Bravura extend relationship

Private investment manager Next Financial has signed Bravura Solutions for another two years as the administration systems provider for its individually managed accounts ...