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  • Academic research into Australian equities funded

    Platypus Asset Management has awarded a grant of $150,000 to fund a three year academic study that will look at anomalies in the Australian stock market and the implementation of anomaly-based investment strategies.

    Aug 18, 2011 Latest Media Releases

    Avoid overpaying CGT on residential property: HLB Mann Judd Sydney

    Owners of residential properties other than their home – whether for investment or lifestyle purposes – can end up paying more capital gains tax (CGT) than they should because they don’t understand how it works, says Mr Peter Bembrick, tax partner at accountants and advisers HLB Mann Judd Sydney.

    Aug 11, 2011 Latest Media Releases

    Add more to super and be rewarded by compounding and contribution tax treatment: HLB Mann Judd Sydney

    Depressing news about the American and European economies and their even more depressing impact on investment markets should not discourage people from boosting their super savings, says Mr Jonathan Philpot, wealth management partner with HLB Mann Judd Sydney.

    Aug 11, 2011 Latest Media Releases

    More mandates for Neuberger Berman

    Fund manager Neuberger Berman Australia has been awarded new mandates from HOSTPLUS and IOOF, bringing its Australian-sourced assets under management to almost $400 million in just four months.

    Aug 11, 2011 Latest Media Releases

    Retirement’s two phases will influence needs: EQT

    Different financial models need to be considered for self-funded retirees when they look at their financial needs throughout retirement, suggests Mr Philip Galagher, head of wealth management at Equity Trustees Limited (EQT).

    Aug 9, 2011 Latest Media Releases

    AUI to acquire Investa’s retail property funds business

    As a further step in its strategy to expand its property funds management business, Australian Unity Investments (AUI) has entered into an agreement with Investa Property Group to acquire the Responsible Entity for its retail funds business.

    Aug 8, 2011 Latest Media Releases

    Insurance needs change on retirement: HLB Mann Judd Sydney

    Recent discussion about the so-called ‘de facto death duty’ levied on superannuation payouts to non-dependants, which includes payouts on life insurance held in super, highlights that pre-retirees should reassess how insurance is held and what cover is needed, says Mr Michael Hutton, head of wealth management at accountants and advisors HLB Mann Judd Sydney.

    Aug 3, 2011 Latest Media Releases

    AUI launches Altius Bond Fund

    Australian Unity Investments (AUI) has launched the Altius Bond Fund aimed at retail investors.

    Jul 27, 2011 Latest Media Releases

    Medical research receives boost from Brennen Trust

    Research into treatment for injuries and diseases, such as Lupus, skin grafts and uterine bleeding, that find it difficult to attract funding, has been boosted by grants totalling $108,000 from the Brennen Benevolent Trust.

    Jul 20, 2011 Latest Media Releases

    By demystifying bond myths, Tyndall shows benefits for investors

    The latest Tyndall Investments white paper, “Fixed income: demystifying the myths about bonds”, looks at the critical role played by bonds in investor portfolios and demystifies five major myths about bonds that may cause investors to undervalue their benefits.

    Jul 19, 2011 Latest Media Releases

    Mortgage funds still useful in portfolio construction: EQT

    The benefits of mortgage funds in investor portfolios are largely being ignored because of misunderstandings about their role and benefits, says Mr John Terlikar, portfolio manager – mortgages, at Equity Trustees Limited (EQT).

    Jul 18, 2011 Latest Media Releases

    Number of factors in fiducial responsibilities: EQT

    Ensuring they act according to the highest levels of care and duty towards clients is not just a regulatory requirement for financial planners today, it is also sensible risk management for both their clients and themselves, says Mr Harvey Kalman of Equity Trustees.

    Jul 15, 2011 Latest Media Releases

    Planning ahead key to babyboomer succession plans: HLB Mann Judd Sydney

    With the first of the babyboomer generation reaching retirement age, there have been predictions of a large number of small and medium size enterprises (SMEs) coming onto the market and depressing sales prices but business owners who plan ahead can still achieve an attractive price even in a “buyers’ market”, says Mr Simon James of HLB Mann Judd Sydney.

    Jul 11, 2011 Latest Media Releases

    Perpetual – a matter of perception or reality?

    In public relations, we talk about managing perception, because what people think about an issue is often more important than the reality.

    Jul 11, 2011 Blog

    AUI refinancing of Healthcare Property Trust benefits investors

    Australian Unity Investments (AUI) has refinanced its Healthcare Property Trust (HPT) borrowings with a $200 million loan at a lower interest rate, significantly boosting distribution returns for investors in the Trust.

    Jul 6, 2011 Latest Media Releases

    KISS principle applies to media releases

    Why is it that organisations like to include information about themselves in an explicit way in media statements and announcements that would be more effective if it were implicit?

    Jun 30, 2011 Blog

    Flat fee WRAP service introduced

    simpleWRAP today launched a full service administration wrap offering a simple and fully transparent pricing model – a flat fee irrespective of account balances – that it believes is the first in Australia for both superannuation funds and investors.

    Jun 29, 2011 Latest Media Releases

    Australian Unity Investments expands business development team

    Australian Unity Investments (AUI) has strengthened its business development team with the creation of the position of national adviser solutions manager, appointing Mr Simon Reed to the role.

    Jun 23, 2011 Latest Media Releases

    Big Sky Credit Union and Australian Unity to explore and evaluate potential merger opportunity

    Big Sky Credit Union Limited and Australian Unity Limited have today signed a Heads of Agreement to explore and evaluate a potential merger opportunity between the two organisations.

    Jun 17, 2011 Latest Media Releases

    EQT negotiating to acquire Paragon aged care businesses

    Equity Trustees Limited (EQT) is in negotiations with Paragon Care Limited (PGC) to acquire PGC’s aged care services businesses – Lifetime Planning and Tender Living Care.

    Jun 14, 2011 Latest Media Releases

    Retirement brings challenges for both clients and planners: EQT

    It is increasingly recognised that the need for financial advice grows rather than declines in retirement. Yet many baby boomers will find that their financial adviser will also retire at around the same time they do, and won’t be around to give them the help they will need to protect their comfortable retirement, warns Mr Phil Galagher from Equity Trustees.

    Jun 6, 2011 Latest Media Releases

    Market correction provides opportunities for investors in Asian markets: Seres

    The current correction in Asian equity markets will lead to an extended period of consolidation that gives investors the opportunity to take advantage of price weaknesses in strong companies, says Mr Evan Erlanson, chief investment officer at Asian equities manager Seres Asset Management.

    May 31, 2011 Latest Media Releases

    Tyndall builds risk and compliance capability

    In the first step of its strategy to build its business and administrative support capabilities following its acquisition by Nikko Asset Management, Tyndall Investments has established an enterprise risk, compliance and legal team.

    May 24, 2011 Latest Media Releases

    EQT further strengthens mortgage team

    Equity Trustees Ltd has appointed Mr John Terlikar as portfolio manager – mortgages, responsible for its EQT Mortgage Income Fund.

    May 24, 2011 Latest Media Releases

    Focus on investor compensation overlooks protection: EQT

    Events such as the recent Trio compensation debate and last week’s release of ASIC research findings on the effects on investors of lack of compensation suggest that prevention and protection is being overlooked, says Mr Harvey Kalman from Equity Trustees.

    May 23, 2011 Latest Media Releases

    Changing times require focus on goodwill

    With a big turnover expected in financial planning businesses as babyboomer owners retire and other changes come into effect, the sector can learn from mistakes made in other professions about preserving goodwill.

    May 5, 2011 Blog

    Not planning cash flow can be costly for SMSFs: HLB Mann Judd Sydney

    SMSF trustees must consider cash flow needs when fund portfolios are adjusted going into pension mode, Mr Michael Hutton, head of wealth management at HLB Mann Judd Sydney says.

    Apr 28, 2011 Latest Media Releases

    AUI increases redemption levels for mortgage fund

    As part of its continued improvement of liquidity to investors in its mortgage funds, Australian Unity Investments (AUI) has introduced a regular monthly withdrawal facility for its High Yield Mortgage Trust, offering three percent of the Trust’s net assets for withdrawals each month.

    Apr 28, 2011 Latest Media Releases

    Time for wealth reality check: EQT

    Mr Philip Galagher, head of wealth management for Equity Trustees Limited (EQT), warns that, since the financial crisis, Australia is no longer the same nation of investors it used to be, and at best is a nation of savers.

    Apr 27, 2011 Latest Media Releases

    Lifeplan strengthens sales team

    Lifeplan Funds Management has continued to strengthen its sales team, appointing three new business development managers – Mr Colin Falls, Mr Jarrad Gray and Mr Greg Bird.

    Apr 21, 2011 Latest Media Releases
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