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Showing 1011 - 1020 of 1635 results for "Recommended"

Two 'recommendations' awarded to Carnegie Trust

HARRY PAGE  |  FRIDAY, 14 FEB 2014
Lonsec and Zenith have given 'Recommended' ratings to the Carnegie WorldWide Equity Trust in the research houses' first review of the Trust. With the aim to provide access to Carnegie Asset Management's global equity strategy to Australian wholesale ...

FSC joins calls for tax deductible advice

MARK SMITH  |  MONDAY, 10 FEB 2014
The Financial Services Council (FSC) has recommended the government implement tax deductions for those seeking financial advice. The FSC used its pre-Budget submission to join organisations such as the Financial Planning Association (FPA) and the Institute ...

FoFA amendments could bring back commissions: FPA

JAMES FERNYHOUGH  |  FRIDAY, 7 FEB 2014
... proposals, monetary benefits given to advisers would not be considered 'conflicted remuneration' if the product was not recommended in the 12 months preceding the payment of the benefit. They also say it would not be classed as conflicted remuneration ...

FoFA changes delay tax-deductible advice: Ripoll

LAURA MILLAN  |  FRIDAY, 7 FEB 2014
... is lowering these standards by amending Labor's FoFA legislation," he said. In its pre-budget submission, the FPA recommended that the government prepare an initial financial plan, as well as to expressly state that ongoing management fees and annual ...

FPA asks for tax-deductible advice

LAURA MILLAN  |  WEDNESDAY, 5 FEB 2014
... first step towards organising their finances on a strategic basis," the FPA pre budget submission said. The FPA has recommended the government prepare an initial financial plan, as well as to expressly state that ongoing management fees and annual retainer ...

Advisers can increase portfolio value by 3%

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
... and think through the drawdown for clients, that can get you another 100 to 140 basis points for your clients." He recommended advisers to keep the costs low and to re-balance portfolios periodically. Buckley said that keeping the expenses low is worth ...

Synchron in recruitment mode after grandfathering changes

LAURA MILLAN  |  TUESDAY, 21 JAN 2014

ETF assets tipped to reach $13 billion in 2014

MARK SMITH  |  THURSDAY, 16 JAN 2014
... catch the Australian ETF investor's eye" she said. She tipped cyclical stocks to outperform defensives in 2014 and recommended investors seek out ETFs exposed to this area. From a regional perspective, Skelly pointed to international ETFs that offer ...

Westpac trumpets infrastructure's 'annuity style' potential

JAMES FERNYHOUGH  |  WEDNESDAY, 15 JAN 2014
... construction," ISA said. Industry fund Cbus, meanwhile, focused on the illiquid nature of infrastructure equity. The fund recommended that the government establish "a liquidity guarantee for APRA regulated super funds, similar to the deposit guarantee ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
... owned by a mainstream institution, with more than $7.6 billion in funds under advice. The Centric Wealth board has recommended the offer, subject to there being no superior proposal. The deal would see shareholders receive 8.9 cents cash per ordinary ...