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AIST’s Sydney refresher session on PS146

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The Australian Institute of Superannuation Trustees is holding a half and one-day seminar ‘refresher session’ on PS146 – covering regulatory issues and changes focusing on superannuation, as well as technical areas – in Sydney on November 25. download registration form…

Advice on the frontier: how Fitzpatricks found the good life

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Scott Fitzpatrick started his journey in financial planning where many others do, working with some of the industrial brands. But after striking out on his own, Fitzpatrick has discovered a new territory for advice that many others are quickly settling in.

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Why an end to the housing bubble may lead to recession

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Bill Gross, the managing director of global bond manager PIMCO, has laid out a likely timetable for an end to the housing bubble, followed by a weakening economy leading to possible recession in the US and elsewhere from next year. download report…

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Vanguard servicing more offshore clients from Melbourne

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Vanguard Investments has boosted its senior management with the return to Australia of the former heads of the company’s European and Japanese operations – a move likely to lift the $7 billion of offshore funds already serviced by the Melbourne headquarters.

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Skandia to rev up rebates and block Old Mutual takeover bid

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Fund managers on the Australian Skandia platform are likely to face an even tighter squeeze on their margins as the group’s global parent goes into overdrive to fend off a hostile takeover bid from South African financial services giant Old Mutual.

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Two new managers join Intech in HOT line-up

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Intech Investment Consulting has boosted the number of managers in its High Opportunities Trust (HOT) to nine, adding Hong Kong-based global equities manager Axiom Investment Management and US-based global equities boutique Altrinsic Global Advisers.

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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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