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Showing 10621 - 10630 of 18276 results for "Plan"

MLC model shows social benefit of Budget

MELANIE TIMBRELL  |  TUESDAY, 5 JUN 2012
Impending tax and superannuation changes will benefit the majority of Australian workers, according to MLC, which has conducted modelling showing the impact on a range of salary brackets. "If we assume all proposals become legislated, our analysis shows ...

Platform satisfaction on the rise

LINDA HAUSKEN  |  TUESDAY, 5 JUN 2012
Platform providers' $130m investment in technology is showing strong benefits with advisers' satisfaction reaching the highest level recorded in nine years, according to a new report by Investment Trends. Investment Trends have been tracking planners' ...

Commonwealth FP adviser banned

LINDA HAUSKEN  |  TUESDAY, 5 JUN 2012
Australian Securities & Investments Commission has accepted an enforceable undertaking from former Commonwealth Financial Planning Limited (CFPL) employee, Joe Chan, after he was found to have failed to meet adviser obligations. Australian Securities ...

SuperStream levy unclear

MELANIE TIMBRELL  |  MONDAY, 4 JUN 2012
The Financial Services Council has raised concerns on the expenditure of monies levied on the industry to pay for SuperStream and the manner in which they are to be raised. Speaking at public hearings of the Parliamentary Joint Committee Inquiry into ...

Eurozone to craft a reforms roadmap

BEN COLLINS  |  MONDAY, 4 JUN 2012
... Jose Manuel Barroso and Eurogroup chairman Jean-Claude Juncker were tasked last month with drafting a reforms roadmap. The plan is to be presented at an EU summit in late June, AAP has reported. The proposals being considered would include European institutions ...

Advice frameworks need an overhaul

MELANIE TIMBRELL  |  FRIDAY, 1 JUN 2012
Traditional risk profiling is failing to meet client needs, according to actuarial and consulting firm Milliman Australia, which has found advice and product development should instead be driven by individual investor objectives. "We found that as structural ...

APRA: Third line of defence in Trio-style fraud

BEN COLLINS  |  FRIDAY, 1 JUN 2012
While accepting that the Australian Prudential Regulation Authority could have done more, deputy chairman Ross Jones has moved to distance the regulator from the Trio disaster, placing the blame with trustees and auditors. "APRA's prudential supervision ...

Down and out in May

BENJAMIN ONG  |  FRIDAY, 1 JUN 2012
May's over. It's done, dusted, it's obituary is written and save for the diehard bulls - and perhaps, Warren (of the "be greedy when others are fearful" fame), best forgotten. Just our luck 'ey Virginia, the euro tragedy did a replay last month, giving ...

Advisers expect up to 30pc profit growth

LINDA HAUSKEN  |  THURSDAY, 31 MAY 2012
Advisers expect profits to climb up to 30% in the next financial year, with optimism growing despite regulatory change and economic challenges, according to Macquarie Practice Consulting. The Macquarie Practice Consulting's 2012 Financial Planning Benchmarking ...

New platform to help client engagement post FOFA

BEN COLLINS  |  THURSDAY, 31 MAY 2012
... that information before the initial consultation. "If we want people to more than just accept that they need a financial plan; if we want them to fully engage with the process on both an initial and ongoing basis, then we need a process and tools which ...