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Financial planning
UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....
Financial planning
The choice between gearing for property versus gearing for shares has tax implications for a client. However, a tax deduction is only available if a loss has been made, m...
Financial planning
UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...
Editorial
It has not been in my nature to forecast the future but I would like to indulge in a bit of future gazing. A debate that started in this august journal last year was the ...
Financial planning
Rothschild Australia Asset Management has formed a strategic alliance to outsource the management of its global fixed interest investments to the New York based BlackRock...
Superannuation
Many older Australians will have to resort to drastic measures, including selling their family home, in order to afford even a very basic standard of living in retirement...
Editorial
The Macquarie Bank group has announced a small increase of three per cent, for the year to the end of March 2002 but has suffered a modest loss within its Financial Servi...
Financial planning
Agribusiness Research has released its top-rated investment scheme list with Gunns Plantation Woodlot Project the only one to score four and a half stars....
Financial planning
Forty per cent of proactive investors achieve their investment goals with the help of a financial planner while 72 per cent seek advice from an independent expert such as...
Financial planning
Thirty per cent of advisers use a combination of master trusts and retail funds when investing the superannuation savings of their clients, while 21 per cent only recomme...
Financial planning
Australia’s agricultural investment industry has reacted in favour of the recent crackdown by the Australian Tax Office (ATO) and the Australian Securities and Investment...
Financial planning
A director of a taxation business in Melbourne has undertaken not to act as a representative of a securities dealer or investment adviser or hold a proper authority from ...
Financial planning
It’s never too late when it comes to succession management. As FIONA MOORE reports, planners are advised to put a strategy in place at least 10-15 years before they plan ...
Financial planning
UBS Global Asset Management (UBSGAM) has taken out the most prestigious prize in the funds management industry, winning the overall title in the Money Management / ASSIRT...
Financial planning
UBS Global Asset Management has taken out the overall title to win the most prestigious prize in the funds management industry, the Money Management/Assirt Fund Manager o...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...