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Showing 12091 - 12100 of 18276 results for "Plan"

Simulate my retirement: Telstra Super

MEDIA RELEASE  |  TUESDAY, 19 OCT 2010
... Bahamas. The Telstra Super Simulator allows users to generate a realistic whole-of-life snapshot of how their current savings plan positions them for retirement. The tool goes beyond calculating an end benefit based solely on contributions - it can consider ...

NTAA challenge planners to cut fees

ELISE BURGESS  |  TUESDAY, 19 OCT 2010
... groups". Gardiner also said that he would not be surprised if a quote from a qualified accountant or tax agent for a financial plan would attract only half the same amount of fees. "Don't get me wrong - there are many excellent financial planners. But ...

Dollar rise to boost planner wages

ELISE BURGESS  |  MONDAY, 18 OCT 2010
Financial planners could enjoy the double whammy of higher wages and a larger client base due to the rising Australian dollar, a new survey shows. Paul Barbaro, executive general manager of Alliance Recruitment, said employers are "meeting wage demands ...

Market Wrap - Midday

AAP  |  MONDAY, 18 OCT 2010
The Australian share market was lower at noon, dragged down by major banks on concerns about foreclosures for US financial companies. At 1200 AEDT, the benchmark S&P/ASX200 index was down 20.5 points, or 0.44 per cent, at 4,668.5 while the broader All ...

Investors demand 'transactional' advice

ELISE BURGESS  |  FRIDAY, 15 OCT 2010
Self managed super fund (SMSF) investors are tapping advice-centric technology to cultivate a 'transactional' type of relationship with their financial planner as opposed to the conventional lifelong relationship approach. Matthew Harrington, principle ...

Be wary of lowball offer: AUI

JOHN MCDULING  |  FRIDAY, 15 OCT 2010
Australian Unity Investments (AUI) has written to retail and wholesale investors advising them to be wary of an offer from Direct Share Purchasing Corporation (DSC) to purchase units in the Australian Unity Mortgage Income Trust. The DSC offer is 80 ...

More platform inflows through SMSFs

RUTH LIEW  |  THURSDAY, 14 OCT 2010
Research from Investment Trends shows more than 75 per cent of planners invest some portion of SMSF inflows through a platform - up from 65 per cent a year ago. Planners also estimate that 43 per cent of their clients' total SMSF assets were invested ...

PAS supports Paceline

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
Professional Associations Super hopes to raise $60,000 for heart research, joining the list of super funds helping to secure funds for charities affecting retirees. The Paceline ride involves 20 riders and 2 support crew traveling 1100km from Adelaide ...

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
Managed accounts specialist OneVue is looking to expand its business offshore following a raft of client wins from both fund managers and financial advisers in the past 12 months. OneVue Limited was formed in September 2008 after three businesses namely ...

Advice 'opt in' reforms to dictate platform choice

RUTH LIEW  |  WEDNESDAY, 13 OCT 2010
A yet-to-be-published report obtained by Financial Standard reveals that two in five planners will consider switching to a platform that can help them better administer the government's proposed 'opt in' reforms. Researcher Investment Trends will release ...