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Showing 1141 - 1150 of 1714 results for "Register"

Retail funds still unable to match industry fund popularity

LAURA MILLAN  |  TUESDAY, 3 FEB 2015
Industry superannuation funds remain unbeaten when it comes to member satisfaction with their financial performance, a Roy Morgan survey confirms. Industry funds have been ahead of retail funds every month since the Roy Morgan Single Source survey began ...

Industry waiting on Frydenberg for adviser education guidance

LAURA MILLAN  |  MONDAY, 19 JAN 2015
The financial services industry is waiting on newly-appointed Assistant Treasurer Josh Frydenberg to make public the government's position on the Senate inquiry into adviser education standards. Financial Planning Association (FPA) general manager of ...

WAM Capital announces $100m share purchase plan

STAFF WRITER  |  MONDAY, 12 JAN 2015
... supports WAM's flexible mandate to actively pursue opportunities in the market place as they arise. Shareholders on the WAM register as at 7.00pm (AEST) on Friday, 9 January 2015 (being the Record date for the SPP) with a registered address in Australia ...

Independent expert lists CBA compensation challenges

LAURA MILLAN  |  FRIDAY, 19 DEC 2014
Promontory Financial Group has acknowledged that the Commonwealth Bank (CBA) program to compensate victims of bad financial advice poses a number of challenges. The independent expert has released its first report, following its appointment by CBA in ...

Australian Unity acquires two $80 million mortgage funds

STAFF WRITER  |  MONDAY, 15 DEC 2014
Australian Unity Real Estate Investment (AUREI) has A acquired Owenlaw Trust Limited, the manager of the $60 million Owenlaw First Mortgage Income Fund and the $20 million Owenlaw Mortgage Trust. The Owenlaw First Mortgage Income Fund is a 'contributory ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... different policy options, including raising the minimum education requirements for advisers and introducing a public register of advisers, both of which have been introduced. The FSI interim report also dedicated a section to retirement income, putting ...

Rename general advice, disclose ownership: FSI

LAURA MILLAN  |  SUNDAY, 7 DEC 2014
... competency standards for financial planners who provide Tier 1 product advice. The FSI also was supportive of the public register of all financial advisers in Australia, including those who are employees. The report said that the register should include ...

Financial System Inquiry recommendations wrap

STAFF WRITER  |  SUNDAY, 7 DEC 2014
... advice. Raise the competency of advisers: Raise the competency of financial advice providers and introduce an enhanced register of advisers. Improve guidance and disclosure in general insurance: Improve guidance (including tools and calculators) and ...

ATO cold calling to test SMSF trustees

LAURA MILLAN  |  FRIDAY, 5 DEC 2014
The Australian Taxation Office is calling self-managed super fund (SMSF) trustees to test their fund knowledge and restricting their ability to operate the fund if they fail. Legal document provider Topdocs said in a technical article that "examples ...

Register to include qualifications, association membership

LAURA MILLAN  |  MONDAY, 1 DEC 2014
The government's public financial adviser register will include adviser's qualifications and professional association memberships by March 2015, Treasury has confirmed. A statement by the department confirmed that the register will also include the ...