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Showing 1041 - 1050 of 1613 results for "Recommended"

Breaking Australia's love affair with the lump sum

JAMES FERNYHOUGH  |  MONDAY, 29 JUL 2013
... taking a lump sum, and there's got to be a clear benefit to taking an income stream," she said. ASFA has therefore recommended that lump sum withdrawals attract a tax - 15% for withdrawals up to a certain point (ASFA suggests two or three times annual ...

AIST calls for accuracy on product dashboard

JAMES FERNYHOUGH  |  FRIDAY, 26 JUL 2013
... degree of probability that they will actually be achieved," AIST's executive manager of policy David Haynes said. He recommended APRA to demand a 75% probability that expected returns will be achieved. "Consumers would reasonably expect that the trustee ...

Tyndall concentrated fund gets Zenith 'recommended' rating

ALICE URIBE  |  FRIDAY, 26 JUL 2013
The Tyndall Australian Share Concentrated Fund has received a 'recommended' rating from Zenith Investment Partners. The fund was launched in May this year to the retail market, by Tyndall AM. However, the strategy underpinning it has a 15-year track ...

Connections key to succession planning

LAURA MILLAN  |  THURSDAY, 25 JUL 2013
... executive manager Simon Harris said. Speaking at an Association of Financial Advisers (AFA) roadshow in Sydney, Harris recommended advisers to have a succession plan ready for their business, even if they are not thinking about selling it soon. "You ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
... intermediary Michael Lovett. " There is unmet advice that SMSFs are looking for, and it's not around investment," he said. He recommended that, rather than expecting to take full control of their clients' investment decisions, financial planners aim ...

AFA to release code of conduct this year

LAURA MILLAN  |  WEDNESDAY, 24 JUL 2013
... of conduct and being part of a professional association are essential for advisers to be seen as professionals. Fox recommended advisers to create and join peer groups and to mentor or be mentored by other advisers as strategies for improvement.

Zenith recommends BT alpha fixed interest fund

JAMES FERNYHOUGH  |  THURSDAY, 18 JUL 2013
BT Investment Management's (BTIM's) Pure Alpha Fixed Income Fund has been given the 'recommended' rating by investment researcher Zenith Investment Partners. The fund invests mainly in the Australian and New Zealand fixed interest markets, predominantly ...

Bravura directors recommend Ironbridge buyout

LAURA MILLAN  |  THURSDAY, 18 JUL 2013
... Solutions of all shares held by Ironbridge on a separate sale agreement. Bravura's independent directors have unanimously recommended shareholders to accept the proposal in the absence of a superior offer. They have also noted that the $0.28 cash per ...

Super charter should be enshrined in legislation: AIST

JAMES FERNYHOUGH  |  THURSDAY, 27 JUN 2013
... the need for an adequacy benchmark, which should focus on retirement income rather than lump sum payments. AIST also recommended that a national definition of 'sustainability' be developed. The AIST also said non-financial issues should be addressed ...

Class Super beats BGL to launch automated property valuator

JAMES FERNYHOUGH  |  WEDNESDAY, 26 JUN 2013
... provide customers with a list of valuators to contact. He said Class would have no commercial transaction with these recommended operators. Competition in the SMSF software space is fierce. Started in 2009, Ray described Class as a "three-year overnight ...