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Showing 10161 - 10170 of 18276 results for "Plan"

CBUS to review products to tempt SMSFs

BEN COLLINS  |  WEDNESDAY, 30 JAN 2013
... fund HOSTPLUS said self managed super fund trustees could be able to invest in the fund's platforms if it goes ahead with a plan to become a Pooled Superannuation Trust, which it said depends on investment market performance towards the end of 2013. ...

Mac Private Wealth forced to rectify serious deficiencies

MARK SMITH  |  WEDNESDAY, 30 JAN 2013
... deficiencies." The enforceable undertaking requires Macquarie, with the help of an independent expert, to develop and implement a plan to address license risk management and compliance deficiencies. The plan will address ASIC's concerns including: failing ...

EDHEC-Risk reveals risk control plan

MARK SMITH  |  TUESDAY, 29 JAN 2013
After a three-year study into the European collective investment scheme industry, the EDHEC-Risk Institute has recommended a system of 'shared responsibility' to limit the non-financial risks which emerged following the global financial crisis. The ...

Media super ups disclosure, lodges MySuper application

BEN COLLINS  |  TUESDAY, 29 JAN 2013
Media Super has lodged an early application with the Australian Prudential Regulation Authority to offer a low cost investment option under the Federal Government's MySuper reforms. The reform, part of the Gillard Government's overhaul of Australia's ...

ISN welcomes financial planner fee guidance

BEN COLLINS  |  TUESDAY, 29 JAN 2013
Industry Super Network has welcomed fee disclosure guidance released last week by the Australian Securities & Investments Commission. Industry Super Network chief David Whiteley said that transparency around financial planner remuneration under the ...

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
The Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner certification program, reported that the global number of CFP professionals jumped from 139,818 at year-end 2011 to 147,822 12 months later. At the ...

FPA grief over new fee rules

BEN COLLINS  |  FRIDAY, 25 JAN 2013
The Financial Planning Association has said it is "concerned" with a part of the Australian Securities & Investments Commission's final guidance on fee disclosure. Today the corporate watchdog handed down guidelines that tell Australian financial services ...

Trapnell rejects 'no way out' stance by licencees

MARK STORY  |  FRIDAY, 25 JAN 2013
You can check-in any time you like but you can never leave: Synchron director Don Trapnell has used the immortal lines from the classic 1970s Hotel California hit to reaffirm his rejection of licensee heavy-handedness dealing with advisers who want ...

HOSTPLUS to become a PST

MARK STORY  |  THURSDAY, 24 JAN 2013
Once its plans to become a pooled superannuation trust (PST) are complete later this year, HOSTPLUS will be the first Industry fund to allow SMSFs to invest in its underlying investment platform. As well as helping to keep costs down, HOSTPLUS CEO David ...

New COO part of expansion plans at Fidelity Australia

BEN COLLINS  |  THURSDAY, 24 JAN 2013
Fidelity Worldwide Investments has appointed former United States Army officer and head of group Strategy at Perpetual Eric Wang as its new chief operating officer in Australia. Wang joins the global fund manager from wealth management consultancy Sunstone ...