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BT: a question in principal

Article Abstract:

One significant element of the sale of BT Trust Funds Management to Principal has been generally described as investor loyalty. However, more relevant considerations include accurately evaluating a fund's risks, costs of moving to another fund, and the attractive nature of other investments.

Author: Bowerman, Robin
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 1999
Open-End Investment Funds, Investment Funds & Trusts, HOLDING AND OTHER INVESTMENT OFFICES, Editorial, Financial services industry, Financial services, Bankers Trust Funds Management

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Smart choices: The investor's challenge in 2005

Article Abstract:

Ten simple steps are presented to revisit one's personal financial plan that would help to find deviations from the actual goals. In the year 2005, five million Australians were given the right to direct their superannuation contributions to the fund of their choice.

Author: Bowerman, Robin
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
Personal Financial Mgmt, Management dynamics, Private Households, Financial Planning, Consumer Assets & Liabilities, Methods, Personal finance, Company business management, Investment management

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It's easy: just make your money work hard

Article Abstract:

The author suggests ways to make easy money through capital investments, and highlights issues to be addressed in this journal, including work, education and managing super funds. Australian Federal Court decisions over accounting practices is discussed.

Author: Bowerman, Robin
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2000
Capital expenditures, Business, Capital

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Subjects list: Management, Australia, Investments
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