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Few small choices

Article Abstract:

Research from Stuart Fechner, manager of Navigator Research, shows that the performance of small company funds can drop off when they close. When the fund closes, the task of actively managing the fund is more difficult and finding a small company fund that is open to investors is proving difficult.

Author: Hely, Susan
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2004
Financial management, Management dynamics, Small Business, Financial Systems & Controls, Management, Finance, Company business management, Company financing, SOHO

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You've got a friend

Article Abstract:

In the 1990s, friendly societies like the Australian Unity and IOOF began to issue friendly society bonds that were similar to insurance bonds that offered generous tax benefits to the investors. The tightening of tax benefits since then and the reasons for it being an exodus are discussed.

Author: Hely, Susan
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2003
Services introduction, New Products/Services, Taxes, Taxation, Bonds, Bonds (Securities), Company service introduction, Service introduction, IOOF Financial Group

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