Zilla Efrat

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Financial planning

9 June 1999

RetireInvest saga rolls on

Former Australian Olympic rower Hamish McLachlan has been permanently banned from acting as a representative of a securities dealer or of an investment adviser....

Financial planning

9 June 1999

Bank on a pesonalised service

All four major banks have accelerated their activities in private banking in recent times, yet they consider this area still to be in its infancy in Australia. ...

Financial planning

9 June 1999

Perth firm sets a precedent with WA's KPMG

Perth-based Precedent Financial Planning has bought KPMG's Western Australian financial planning arm, creating a new force with $400 million in combined assets under advi...

Financial planning

26 May 1999

BT blames takeover fallout for inflow blues

Bankers Trust (BT) has suffered its lowest quarterly net inflow to its Australian retail unit trusts in two years during the March 1999 quarter, according to Morningstar'...

Financial planning

26 May 1999

Permanent Trustee to crack financial planning industry

Permanent Trustee Company is planning a major push into financial planning and investment advice....

Financial planning

26 May 1999

Year-End Strategies, The clock is ticking

It's that hectic time of the year again when all and sundry are looking for that quick gap before the beans are counted....

Funds management

26 May 1999

Building blocks in place for first property index

Australia looks set to introduce the world's first property index - one which can provide a benchmark for portfolio performance and can be used as the basis for the devel...

Financial planning

26 May 1999

Rise and rise of outsourcing

Life and superannuation industries' are outsourcing 20 per cent more than they did two years ago, according to a new study. And it appears the strong growth will continue...

Financial planning

26 May 1999

Quality works its way from the bottom up for Perpetual

Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...

Financial planning

26 May 1999

The gift that keeps giving

Those retirees who have not gifted this pension year should consider giving a hand out quickly if they want to benefit before changes in social security gifting rules, an...