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Showing 11561 - 11570 of 18276 results for "Plan"

Market Wrap - Morning

AAP | THURSDAY, 12 MAY 2011

... corporate play to provide interest with DNZ Property Fund revealing it has approached Argosy Property Trust with a "merger" plan under which DNZ Property will manage the combined assets. The benchmark NZX-50 index closed up 30.126 points, or 0.854 per ...

Budget 2011: Advisers granted budget wish

ALISON BEVEGE | WEDNESDAY, 11 MAY 2011

Financial advisers have been granted at least one wish in this year's budget. From July 1 those who breach the concessional contributions cap by up to $10,000 have been given the option to withdraw the excess funds to avoid penalty tax rates. The concession ...

Kearney Group earns top planning award

MATT WOODINGTON | WEDNESDAY, 11 MAY 2011

Financial planning firm The Kearney Group won the 2011 National Practice of the Year title, awarded by its licensee the dealer group Securitor. The award was presented by Securitor's head of dealer groups, Matt Englund and Westpac chief executive officer ...

Budget 2011: minor investors cut short

ELISE BURGESS | WEDNESDAY, 11 MAY 2011

Investments on behalf of minors may now be cut short after the federal budget has shut down minor access to the Low Income Tax Offset (LITO). As part of the budget, minors, children under the age of 18, will no longer be able to access the LITO to reduce ...

Planners make their budget wishes

ALISON BEVEGE | TUESDAY, 10 MAY 2011

As the Federal Government goes into budget lockdown, financial advisers have named their dearest wishes - and it's not for free set top boxes. Concessional caps, tax concessions for advice fees and a cut in the company tax rate were at the top of the ...

HSBC targets planners with Asian wide product

MATT WOODINGTON | TUESDAY, 10 MAY 2011

HSBC is targeting financial planners with a new product that gives Australian investors exposure to seven key Asian markets. The HSBC100+ Series Asian Equity Investment is a structured product offering capital protected exposure to equity markets in ...

Fin services lend weight to East Timor education

MICHELLE BALTAZAR | TUESDAY, 10 MAY 2011

A new foundation set up by a financial planning firm has given a group of young East Timorese a new lease of life by giving them access to what many in the western world take for granted: education. Last Saturday, more than 20 financial services providers ...

Platforms secure planners direct shares preference

ELISE BURGESS | TUESDAY, 10 MAY 2011

Planners prefer direct equities with around 30 out of every 100 planners already including direct shares in their advice model, 70 per cent of which through a platform although cost is still a factor. Direct shares is surging in popularity in planner ...

RI Advice partners with Tas bank

ELISE BURGESS | MONDAY, 9 MAY 2011

ANZ Wealth's RI Advice Group has furthered its strategy of aligning with local groups to expand business, partnering with Tasmanian financial institution B&E Personal Banking. Bringing to the alliance some 36,000 Tasmanian members, the partnership between ...

Unitholders ask ASIC/NSX to ban cap raising

ELISE BURGESS | MONDAY, 9 MAY 2011

Premium Income Fund unitholders have requested regulatory bodies stop a planned capital raising, deeming the raising as 'unfair' to all unitholders. In a letter to the Australian Securities and Investments Commission (ASIC) and National Stock Exchange ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Does association membership still matter?

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Rethinking default design in a changing market environment

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Advisers Big Day Out - Geelong

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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