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Showing 1121 - 1130 of 4062 results for "Financial planning"

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
... took exception to licensees charging fees for an offer of a service, rather than the provision of one. The Financial Planning Association (FPA) also made a raft of recommendations in its response to the Royal Commission, again centred on the removal ...

Budget 2018: Social media reaction

DARREN SNYDER  |  TUESDAY, 8 MAY 2018
... write off assets up to value of $20K until 30 June 2019 #Budget2018 - HLB Mann Judd (@HLB_MannJudd) May 8, 2018 Financial planning firm HLB Mann Judd pointed to the Budget benefits for small-to-medium enterprises. The proposed 0.5% increase to the Medicare ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... disclosure to assist customer decision making. About 2.5 million Aussies are currently on the Age Pension. Financial Planning Association's head of policy and government relations Ben Marshan said lifting the pension work bonus has a positive impact ...

Royal Commission sees increased ASIC, APRA funding

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... its caseload. It also thinks superannuation funds should not be allowed to borrow directly. Earlier today, Financial Planning Association head of policy and government relations Ben Marshan said the FPA has "supportive of the extra funding ASIC received ...

ANZ considering buy-back with life insurance paycheck

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... retain its New Zealand business along with its lenders mortgage insurance, general insurance distribution and financial planning arms. ANZ will confirm its buyback plans after it has analysed alternatives and requisite approvals.

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... starts to read his speech, here is what Australia's major financial services associations will be hoping for. Financial Planning Association (FPA) In a 45-page pre-budget submission, the association representing 13,000 financial planners sets out 19 ...

Industry wants one-stop-shop professional body: Poll

KARREN VERGARA  |  MONDAY, 7 MAY 2018
... diminished accessibility to advice for consumers, as well as higher costs. "The FPA and many others in the financial planning profession have spent 20 years building a culture of learning amongst planners. These announcements by FASEA and a refusal to ...

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... included in the 1H17 results, strengthening of claims provisioning in 1H18 and lower new business volumes in ANZ Financial Planning. The bank is also offering a no-cost advice review to all its financial planning customers who "may have concerns about ...

CountPlus appoints chief operating officer

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
... focus to growth. Our M&A capability will be an integral part of this phase," Rowe said. Last month, a CountPlus financial planning member Robson Partners acquired 100% of New South Wales accounting practice Walker & Andrews. CountPlus described the acquisition ...

IOOF flags ANZ Wealth results ahead of acquisition

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
... included in the 1H17 results, strengthening of claims provisioning in 1H18 and lower new business volumes in ANZ Financial Planning. Average funds under advice in ANZ Financial Planning dropped by 2% on the prior corresponding period to $10.6 billion. ...