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Showing 1021 - 1030 of 2303 results for "Financial Planner"

Government agrees to 12-month TASA exemption

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
The government has agreed to extend the exemption for financial planners to become registered tax agents under the Tax Agent Services Act (TASA) bill. The current exemption will be extended to June 30, 2014 and there will be a three year transition ...

AFA Inspire initiative launched in Sydney

MARK SMITH  |  THURSDAY, 20 JUN 2013
The Association of Financial Advisers (AFA) formally launched its Inspire initiative to provide a network and professional community for women in the financial advice industry at an event in Sydney last night. The initiative is aimed not only at financial ...

FIIG appoints joint heads of intermediaries

JAMES FERNYHOUGH  |  WEDNESDAY, 19 JUN 2013
Fixed-income investment specialist FIIG Securities(FIIG) has appointed Emma Jenkin and Cathryn Gross as joint heads of Intermediaries under a part-time job share arrangement. Jenkin, who will be based in Melbourne, worked for eight years at investment ...

Customised portfolios ease FoFA burden

MARK SMITH  |  TUESDAY, 18 JUN 2013
Customised multi-asset portfolios regulated under unit trust schemes can help advisers comply with the new FoFA regime coming into force on 1 July. Select Asset Management (Select) has urged Australian financial advice firms to review the underlying ...

Industry "disappointed" at PJC recommendation

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
The financial services industry has expressed disappointment over the report of the Parliamentary Joint Committee (PJC), which yesterday recommended the Parliament not to amend the Tax Agent Services Act (TASA) bill. The PJC on Corporations and Financial ...

Who will fill the SMSF education gap?

JAMES FERNYHOUGH  |  FRIDAY, 14 JUN 2013
The expansion of the self-managed superannuation fund (SMSF) market is posing new challenges in the education of financial advisers, according to Liz Ward, education manager at the SMSF Professionals Association of Australia (SPAA). Ward said more and ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
Hong Kong-based Financial Partners, the advisory firm behind Asia's first LGBT (Lesbian, Gay, Bisexual and Transgender) wealth management business, is actively recruiting Australian financial planners to the specialist division. Financial Partners has ...

Advisers should facilitate philanthropic giving

LAURA MILLAN  |  THURSDAY, 6 JUN 2013
... about philanthropy, according to the Opportunity Donor Survey 2012. Opportunity International board member and financial planner Kevin Bailey said that philanthropic giving should not be seen as something that only wealthy people can do. "I would really ...

TASA necessary for customer protection: accountants

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
The Institute of Public Accountants (IPA) is supporting the Tax Agent Services Act (TASA) scheduled to be voted on today in the House of Representatives. The IPA said that the measure will give Australians the necessary consumer protection when it comes ...

Greens hold the key to TASA in Senate

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
The House of Representatives will vote today on the incorporation of financial planners into the Tax Agent Services Act (TASA) and if the bill is approved, the key to the final voting in the Senate could be in the hands of the Greens. The Financial ...