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Showing 11791 - 11800 of 18276 results for "Plan"

FOFA briefing fails to shed light on adviser concerns

MICHELLE BALTAZAR  |  FRIDAY, 4 MAR 2011
A financial adviser who attended the FOFA information session in Brisbane yesterday walked away with more questions than answers on how the public can benefit from the proposed reforms. Tim Ross, a financial adviser from Brisbane-based Ross Financial ...

Super cap breach stings 65,000

ALISON BEVEGE  |  FRIDAY, 4 MAR 2011
More than 65,000 Australians have breached their concessional superannuation contribution cap leading to excess tax on their retirement funds, according to Government figures. In a response to a Senate question by Shadow Assistant Treasurer Mathias ...

Australian Unity issues $80m debt

ALISON BEVEGE  |  FRIDAY, 4 MAR 2011
Australian Unity has issued $80 million worth of new bonds to raise capital. The five-year debt securities will be listed on the Australian Securities Exchange (ASX), with an issue price and face value of $100 each, the company said. The offer is expected ...

OnePath upgrades OneCare tracking

ELISE BURGESS  |  FRIDAY, 4 MAR 2011
Advisers using OneCare can better monitor what happens during the underwriting phase of their client applications after a system upgrade rolled out this year. Onepath has launched an online application tracking system on its OneCare life insurance. ...

Centric Wealth reframes advice

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisory firm Centric Wealth sets new benchmarks in its profession through a new platform that combines a 'real world' approach to risk management with best-practice investing and advice-focused technology. The firm has launched a new investment ...

More tailored advice for baby boomers: Salt

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisers who abandon the 'one-size-fits-all' approach when serving their baby boomer clients are better positioned to grow their business, said Bernard Salt, KPMG partner. Speaking at a Challenger briefing, Salt told over 300 planners and ...

MLC program attracts new planners

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
MLC aims to make a career switch into financial planning easier for people already working in the financial services industry through a new educational program. The MLC Pathway to Advice Excellence, which targets professionals already working in a similar ...

Coalition introduces bill to abolish SG age limit

ALEX DUNNIN  |  WEDNESDAY, 2 MAR 2011
The Coalition opposition is again testing its power on the floor of the hung parliament by introducing a bill to abolish the superannuation guarantee age limit. The government only wants to increase the SG age limit to 75 from its current level of 70 ...

Asia specialists join Premium China

MATT WOODINGTON  |  WEDNESDAY, 2 MAR 2011
Premium China Funds Management has appointed four Asia investment specialists. Derek Paas, a former financial advisor at CBA and Macquarie Bank, will be based in New South Wales, having recently returned from the UK where he was most recently a senior ...

Fiducian on growth path

ELISE BURGESS  |  TUESDAY, 1 MAR 2011
... financial planners both within the Fiducian tied network and the wider independent financial adviser market. "The business plan for the next half year will see the management team continue to expand and develop existing revenue streams," said Indy Singh ...