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Showing 10681 - 10690 of 18276 results for "Plan"

Arts attract philanthropic funds

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
Arts, culture and humanities continue to attract the largest portion of philanthropic funds, according to Myer Family Company's annual review. Funds for projects ranging from direct support of artists to acquisition of works and related community development ...

MLC online tool highlights advice benefits

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
MLC has launched a new online tool to emphasise the benefits of financial advice in the lead-up to the end of financial year. The tool focuses on suggesting situation-appropriate super and tax strategies following data collection from users. "We then ...

Social media creating advice connections

BEN COLLINS  |  FRIDAY, 4 MAY 2012
The application of social media in financial services continues to divide opinion but for some in the industry, it has become an invaluable tool to help connect with clients and drive business forward. One of the arguments against investing in a social ...

Wealthtrac re-signs Oasis

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
Independent platform provider Wealthtrac has re-signed with ANZ OnePath's Oasis Asset Management in a six-year service level agreement. "The Wealthtrac model is different to many platforms, as the advisers who use it become beneficiaries of the Trust ...

Insurance bonds back in favour

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
Insurance bonds are back in favour as new entrants and old providers are returning with updated products and expansive investment menus, said Ross Higgins, Austock managing director. Higgins was speaking at the fourth installment of Financial Standard's ...

Lifeplan upgrades investment offer

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
Lifeplan Funds Management has redesigned its NextGen Investment and Lifeplan Education Investment Fund product offering to comply with FOFA. Matt Walsh, head of Lifeplan, said the business saw the changing regulatory environment as an opportunity to ...

Clarity needed for FOFA opt-in exemption

RACHEL DAVIS  |  FRIDAY, 4 MAY 2012
The recent announcement that financial planners operating under codes of conduct approved by ASIC will be exempt from opt-in requirements has created further confusion in an already uncertain environment, according to Minter Ellison. Advisers who choose ...

ASIC warns industry about misusing term independent

LINDA HAUSKEN  |  THURSDAY, 3 MAY 2012
ASIC has warned the industry that misuse of the term independent will result in strong action by the regulator, including publicly naming companies found to be in breach. In a recent surveillance project, Australian Securities and Investments Commission ...

APRA releases draft MySuper authorisation form

MELANIE TIMBRELL  |  THURSDAY, 3 MAY 2012
... reserving, expected demographic, procedures to determine adequacy of asset scale, membership and provision of a business plan including volume, costs and fee income. The authorisation package follows APRA's April 27 release of draft prudential standards ...

BTFG cash earnings down, FUM increases

MELANIE TIMBRELL  |  THURSDAY, 3 MAY 2012
BT Financial Group has reported first-half cash earnings of $294 million, down 19% on the previous half and 14% on the prior corresponding period. Chief executive Brad Cooper attributed the decline to one-off expenses and external market factors, including ...