Archive - 2000
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December 2000
22 Dec 2000 Merry Christmas
20 Dec 2000 Morningstar's US CEO replaced
20 Dec 2000 Yes, location really matters
20 Dec 2000 Stop the takeover campaign launched
19 Dec 2000 Stock Exchange takeover defies logic
19 Dec 2000 New Zealanders in retirement want it all...but are not saving for it
19 Dec 2000 AXA New Zealand appoints new GM of Marketing
18 Dec 2000 National Bank changes horses
18 Dec 2000 What NZ insurers are doing about genetic testing
18 Dec 2000 The misuse of enduring powers of attorney
18 Dec 2000 IRD's Christmas gift to investors
17 Dec 2000 News Round Up
17 Dec 2000 Rates get a rejig
15 Dec 2000 New book release - The New Zealand Master Trusts Guide
15 Dec 2000 Prebble explains why he supports the superannuation bill
14 Dec 2000 Great Xmas Books
14 Dec 2000 PR: 1st Reading NZ Superannuation Bill
14 Dec 2000 New housing policy knocks back inflation
14 Dec 2000 Mercer's new head of research
13 Dec 2000 Still some risks with passive funds
13 Dec 2000 PR: Greens To Abstain On Super
13 Dec 2000 PR: Cullen welcomes Nat support
13 Dec 2000 PR: National Paves The Way For Rational Debate On Superannuation
13 Dec 2000 UK trusts stage a revival
13 Dec 2000 Financial planners bigger part of the landscape
12 Dec 2000 Year in review: mortgages
11 Dec 2000 AIA's parent becomes No.1
11 Dec 2000 Index funds to remain tax free
11 Dec 2000 Passive Tracker Funds Rulings Applications
11 Dec 2000 News Round Up
11 Dec 2000 Introduction to Financial Planning
10 Dec 2000 Changes at AIA
10 Dec 2000 Reduced rates ahoy!
07 Dec 2000 HIH betters its Australian parent
07 Dec 2000 Column: Don't mention the war
07 Dec 2000 BT promotes Gary Symons
07 Dec 2000 Guardian Trust moves into financial planning
07 Dec 2000 FPA Convention - Planning Pays
06 Dec 2000 Status quo on interest rates
06 Dec 2000 Managers want trust out
05 Dec 2000 Going once, going twice...
04 Dec 2000 Court of Appeal dismisses objections to Waltus proposal
04 Dec 2000 The need for diversification is greater in times of turbulence
03 Dec 2000 Battle of the Wills 2
03 Dec 2000 Advice necesary for couples under new law
03 Dec 2000 News Round Up
03 Dec 2000 CIOs to go
03 Dec 2000 Ogling the OCR
01 Dec 2000 Guardian Trust Funds Management Capital International roadshow
01 Dec 2000 Armstrong Jones OEIC Roadshow
01 Dec 2000 Armstrong Jones OEIC Roadshow
November 2000
30 Nov 2000 FMG appoints new CEO
30 Nov 2000 The war for talent fires up pay
30 Nov 2000 Guardian Trust Funds Management Capital International roadshow
30 Nov 2000 Guardian Trust Funds Management Capital International roadshow
30 Nov 2000 Armstrong Jones OEIC Roadshow
30 Nov 2000 Wizard launches Essentials loan
29 Nov 2000 Money Managers boss to the rescue
29 Nov 2000 Help for the bigger borrower
29 Nov 2000 Armstrong Jones OEIC Roadshow
29 Nov 2000 Armstrong Jones OEIC Roadshow
29 Nov 2000 Alliance Capital joins with AXA Asia-Pacific
28 Nov 2000 Superannuation Bill introduced to House
28 Nov 2000 Equitable slams Morningstar report
28 Nov 2000 PR: Let’s Debate The Scheme At Select Committee
28 Nov 2000 Investment manager retires
28 Nov 2000 Armstrong Jones OEIC Roadshow
28 Nov 2000 Fund reality check
28 Nov 2000 Armstrong Jones OEIC Roadshow
28 Nov 2000 Interest rates still to peak
27 Nov 2000 The stars fall for four managers
27 Nov 2000 PR: Super committee must be above politics
27 Nov 2000 Armstrong Jones OEIC Roadshow
27 Nov 2000 Armstrong Jones OEIC Roadshow
27 Nov 2000 Superwatch: Kiwis banking on home sales for comfortable retirement
27 Nov 2000 A brighter note for housing confidence
26 Nov 2000 News Round Up
24 Nov 2000 GSF Board announced
24 Nov 2000 Master trusts give good returns
24 Nov 2000 New Zealand a shining light: St John
23 Nov 2000 Perpetual Investment's Roadshow
23 Nov 2000 Making sense of the maze
22 Nov 2000 Court battles continue
22 Nov 2000 Perpetual Investment's Roadshow
22 Nov 2000 Tower buys AXA Health
21 Nov 2000 Premier looks at New Zealand
21 Nov 2000 An Exclusive Meeting with Rothschild
21 Nov 2000 Comparing the Online Brokers
21 Nov 2000 Perpetual Investment's Roadshow
21 Nov 2000 Household net worth still on the wane
21 Nov 2000 National housing figures down, but many regions still thriving
21 Nov 2000 Most New Zealanders expecting to eat their houses in retirement
21 Nov 2000 Cullen ignores Treasury advice
20 Nov 2000 An Exclusive Meeting with Rothschild
20 Nov 2000 An Exclusive Meeting with Rothschild
20 Nov 2000 An Exclusive Meeting with Rothschild
20 Nov 2000 One way to beat the Christmas rush
20 Nov 2000 Top jobs allocated
20 Nov 2000 News Round Up
20 Nov 2000 Introduction to Financial Planning
Latest News
FMA outlines its latest expectations for advisers
FMA outlines its latest expectations for advisers
6 min read
[Weekly Wrap] KiwiSaver in play; but outcome unclear
[Weekly Wrap] KiwiSaver in play; but outcome unclear
2 min read
Lifetime to buy Britannia and possibly get an equity injection
Lifetime to buy Britannia and possibly get an equity injection
2 min read
Make your fees more visible: Anderson
Make your fees more visible: Anderson
4 min read
Latest Comments
FMA outlines its latest expectations for advisers
I think they need to try even harder to make it harder and to create adviser confusion. Perhaps a thematic? The regulator is not the client. We have to demonstrate we are creating "good client outcomes", not, they have to demonstrate that we are not. Its like if I am pulled over for speeding then told I have to demonstrate I wasn't speeding. How is the FMA doing with employment regulation? Sometimes I feel that they are hanging around with a solution looking for a problem. Most serious advisers who have been in this industry for some time and are established business professionals understand how good advice is delivered and how a good practice is run. Maybe the FMA needs a tone check and focus on obvious offenders. I do agree at times "narrow" scope (or what was previously called, limited advice) is sensible.
3 days ago Backstage
Make your fees more visible: Anderson
Agree with Dean here, but lets be consistent please. When I invest into a balanced fund it is either 0.25% as advertised, or up to 0.75% if I use my adviser. I know this is not only Kernel who offer adviser fees, but advertising should give investors the range of fees they will pay, not only the base fee. “Talk about the fee. That’s actually the strength. Don’t hide away from it.”
5 days ago Goldcard
ACT wants to make KiwiSaver earnings tax exempt
Another politician not doing their research. The top Prescribed Investor Rate (PIR) is 28% and not all returns are taxed. For the 12 months ended 31/03/26 my KiwiSaver Balanced-Growth Funds (50/50) had a combined return 11.07% and a dollar gain of $15,932. Based on my PIR of 10.5% and according to Acts' calculations I should have paid PIE tax of $1,532. The PIE tax I actually paid was $159. I could go on but I won't.
6 days ago Oh My Gosh
ACT wants to make KiwiSaver earnings tax exempt
Kiwisaver scheme definitely needs an overhaul, and this is a good start. To further incentivise Kiwisaver, contributions could be tax-free but put a cap. Say, for income up to $100k or $120k (with periodic review).
6 days ago Albert K
Mindful Money founder steps down
Thankyou to a great leader in the ethical and responsible investing world. The world is a better place because of your work in it.
1 week ago Carey Church