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Showing 11851 - 11860 of 18276 results for "Plan"

ASIC retains key role as fin planning regulator: Shorten

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
The Australian Securities and Investments Commission (ASIC) will retain its role as sole regulator for the financial planning industry but will work with the Tax Practitioners Board (TPB) to maintain standards in tax advice. The Treasury released its ...

AFA Foundation and Future2 raise funds

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
Two financial planning foundations have joined forces for the first time to donate $10,000 to the Friedrich Ataxia Research Association (FARA). The Association of Financial Advisers Foundation (AFA Foundation) and Future2, the Foundation of the Australian ...

Sunsuper launches planner scholarship

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
... hoping that this will be received very positively, particularly next year when we begin looking for external candidates. We plan to go to universities and find people intending to build their career in the financial services industry," said Whicker. ...

Market Wrap - Morning

AAP  |  FRIDAY, 11 FEB 2011
The Australian market is receiving mixed leads from offshore trading overnight. Most key market indices were lower, but oil and copper were higher. On the ASX 24 at 0822 AEDT, the March share price index futures contract was five points lower at 4,883. ...

CREATE predicts golden age for stockpickers

MATT WOODINGTON  |  THURSDAY, 10 FEB 2011
... in Employment and Technology in Europe (CREATE), feels that the best opportunities for high returns may lie outside such a plan. He listed a number of problems with the bucket strategy, including the high level of skill needed to implement it and the ...

AFA promotes Make A Plan

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
... of Financial Advisers gives its younger adviser network an update on the association's initiatives, including the Make A Plan campaign, at the GenXt Roadshow in Sydney yesterday. Speaking at the event, chief executive Richard Klipin spoke of the year ...

Henderson Maxwell launches DIY planning guide

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
... planning business as it is for a different market. In Financial Planning DIY Guide, Henderson creates a one-page financial plan that provides all of the information he said is needed to create a comprehensive and actionable financial plan that is easy ...

Bank lends aid to fin planning businesses

MATT WOODINGTON  |  WEDNESDAY, 9 FEB 2011
St.George Bank and other lenders are looking to plug the funding gap in the financial planning industry left by its rivals that have withdrawn from the market. Commonwealth Bank's decision to cease lending to financial planning businesses late last ...

Russell fast track after-tax investing

ELISE BURGESS  |  WEDNESDAY, 9 FEB 2011
Russell Investments has flagged plans to release more products that will appeal to super funds focused on after-tax returns, not pre-tax performance. The Russell After-Tax Australian Shares Fund (for Superannuation Investors) applies both pre- and after-tax ...

US reforms open doors for tax-savvy advice

MATT WOODINGTON  |  WEDNESDAY, 9 FEB 2011
Financial planners in the US have welcomed proposed reforms that will call to an end a government ruling that stops them from recommending certain tax strategies. The planning industry welcomed the decision of the US Senate Committee on the Judiciary ...