George Liondis

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Financial planning

17 Oct

Associated Planners on acquisition trail

Associated planners appears set to embark on a committed program of acquisitions following its purchase of a 50 per cent stake in the Queensland based <hl href="http://ww...

Policy & Regulation

11 Oct

Plantation investments get tax boost

The Federal government has offered Australia’s plantation forestry managed investment industry a major tax concession in a move that is expected to breath new life into t...

Financial planning

11 Oct

BT enters war of words over ratings

BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...

Financial planning

09 Oct

Pooled funds lose $4 billion

Australia’s pooled fund managers had more than $4 billion wiped off their bottom line in the first quarter of this financial year as the September 11 tragedy in the US pl...

Superannuation

08 Oct

Life industry inflows boosted by super

Life insurance inflows grew by five per cent in the 12 months to the end of June, buoyed by a thriving individual superannuation investment market according to the latest...

Financial planning

08 Oct

Budget transitions a myth

A new research report into the burgeoning portfolio transition management business has uncovered a surprisingly large gap between the costs quoted for transitioning funds...

Financial planning

05 Oct

ASIC cracks down on Lifestyle

A former employee of the Melbourne based Lifestyle Group, John Lloyd Caust, has pleaded guilty in the Melbourne Magistrates’ court to seven charges of dishonestly using h...

Financial planning

04 Oct

Industry braces for funds shock

The Australian managed fund industry is bracing itself for the repercussions of the terrorist attacks in the US as investors respond to the crisis by looking for safe hav...

Financial planning

04 Oct

More ratings gloom for BT

InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...