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A question of trusts

Article Abstract:

Competition from wrap services has resulted in a A$300 mil drop in demand for master trusts in 1999. With master trusts, the investor is given units but not the underlying investments, and in wrap services, the investor is given beneficial ownership of the investments. Another reason for the drop in popularity among master trusts is the tendency for large retail fund managers to offer services from an increasing variety of specialist investment managers.

Australia, Finance, Trusts and trustees, Trustees, Trusts (Law)

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Discount diversity

Article Abstract:

This article presents information on a part of Australia's financial planning industry known as discounters, or financial planning firms that assist investors in accessing markets while not providing individual advice. Relevant points include a profile of one such discounter, Neville Ward Direct, which concentrates on managed funds. Other discounters focus on stockbroking services.

Financial planning

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What your adviser never sold you

Article Abstract:

Many of Australia's fund managers are cutting the minimum initial investment requirement for its wholesale funds, in an attempt to attract more high net worth individual investors. With wholesale fund access easier and cheaper, companies such as Perpetual Investments, BT Funds Management, and Assirt must find new ways to attract new clients.

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