SMSF sector set for further growth as trustees say they outperform large super funds, new SPAA / Russell research says

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Contribution cap limit has $15.1 billion impact Investments outside SMSFs are key to asset allocation SMSF trustees prefer partnership approach The Self-managed superfund Professionals Association of Australia (SPAA) and Russell Investments has today launched their inaugural annual SMSF report, which finds the sector is set for further growth with future demand likely to be driven […]

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Korea and Australia Financial Investment Forum to increase investment

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The Australian Financial Markets Association (AFMA) and the Financial Services Council (FSC) of Australia today joined with the Korea Financial Investment Association (KOFIA) in signing an agreement to establish the Korea-Australia Financial Investment Forum. The Korea-Australia Financial Investment Forum has been established to enhance cooperation in financial services and promote the mutual development of the […]

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How to obtain the Holy Grail of Practice Ownership

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Practice ownership is the ultimate goal of most professional financial planners.  Being in control of one’s own destiny is the major reason many people seek a career in financial planning as well as the financial rewards that come with running a successful business.  It has been getting harder over time to achieve the goal of […]

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Private equity benefits for ING PEAL

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Listed investment company, ING Private Equity Access Limited (ASX code: IPE), has announced that another one of its underlying private equity investments, the Bledisloe Group, is to be sold. The Bledisloe Group has built a strong suite of brands across Australia and New Zealand to emerge as New Zealand’s largest provider of funeral services and […]

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IRESS appointed Count’s strategic software partner

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Following an extensive review of potential software solutions, Count Financial Limited (Count) has selected IRESS Market Technology Limited (IRESS) as its strategic software partner. IRESS’ wealth management platform XPLAN will replace Count’s proprietary system WealthPlanner, with implementation commencing in early 2011. XPLAN is the leading software solution in the financial services industry, providing a comprehensive […]

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BOQ selects CMC Markets Stockbroking to provide online share trading service

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Over 600,000 BOQ customers set to benefit from new user-friendly trading platform with highly competitive brokerage rates The new relationship strengthens CMC Markets Stockbroking partnership growth strategy BOQ has today announced plans to launch an online share trading service in partnership with independent online broker CMC Markets Stockbroking. The new user-friendly online share trading platform, […]

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DKN signs for another 5 years with BT Wrap

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BT Wrap is delighted to announce it has signed a further five year agreement with DKN Financial Group Limited (DKN), reflecting the continued strength of the long term partnership between the two groups. Chris Freeman, Head of BT Wrap, said the agreement acknowledges Wrap’s continued commitment to working closely with DKN to provide its advisers […]

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