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PROPERTY
Financial planning
It is a sort of chicken and egg situation. One of the reasons behind the current property boom is the cheap money available. Yet mortgage lenders are becoming concerned a...
Funds management
Listed property trusts have lost the gloss that saw them shine through 1998. But, as Peter Lavelle reports, a downturn in the market is also a clear buy signal....
Funds management
Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...
Funds management
From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...
Policy & Regulation
On March 26, the Prime Minister announced a package of new tax incen-tives for gifting. These incentives will appeal to philanthropically inclined financial planning cli...
Financial planning
Proposals to licence all New Zealand advisers has fallen on silent ears at the country's leading associations, according to New Zealand First consultant, Roly Metge....
Financial planning
The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...
Financial planning
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
Self managed super funds are continuing to go through boom times. With the lead up to June 30, an unprecedented number of self-managed super funds are being es-tablished....
Financial planning
It's that hectic time of the year again when all and sundry are looking for that quick gap before the beans are counted....
Financial planning
Your correspondent's article "Lifestyle launch on despite an ATO notice" (Money Management, April 29) could be seen as another example of front page sensationalism, but s...
Funds management
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
Perpetual Investments has restructured its balanced fund, giving it more of a global orientation in line with its strengthened relationship with Fidelity In-ternational. ...
Financial planning
Credit Suisse Asset Management is new to the retail market, having only just launched a series of funds aimed at the private investor. The response from the market, howev...
Financial planning
At the end of April, the Assistant Treasurer released an exposure draft of the Superannuation Legislation Amendment Bill (No. 4) 1999. This is the legislation that implem...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...