Meet the 5 star funds

Article Abstract:

The funds that have achieved five star ratings by Assirt's, Australia's largest fund manager research group, across the entire investment spectrum are highlighted. The Assirt ratings were launched with the aim of servicing investment advisers with a higher quality of research about the fund managers they were recommending.

Author: Bowerman, Robin
Commercial Banks, Investment Banking and Securities Dealing, Portfolio Management, Management dynamics, Portfolio & Funds Management, Practice

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Guaranteed income stream appeals

Article Abstract:

Axa's broad range and consistent returns that have put it ahead of the annuities pack is discussed. It is important to maximize their benefits by using a combination of an allocated pension and annuity because of the social security rules that govern annuities.

Author: Bowerman, Robin
United States, Evaluation, AXA Advisors L.L.C.

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Advice from the inner circle

Article Abstract:

Discussion by a round table of investment experts on the details of recent Australian tax reform, its outcome and impact on specific types of investors is presented.

Author: Bowerman, Robin
Taxation, Laws, regulations and rules, Financial services industry, Financial services, Cover Story, Investments, Tax reform, Tax policy

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Subjects list: Analysis, Australia, Investment advisers
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