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Showing 1261 - 1270 of 2044 results for "Application"

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
... be used for any goal that has a fixed date such as school fees, a holiday or a large purchase, we see the greatest application in retirement planning," said Duchesne. "The problem with non-outcome based investments is the risk of having to drawdown at ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Technology provider Rubik Financial has launched an iPad application that allows financial planners to access clients' portfolios directly from COIN software. Advisers can also update the personal details of existing clients, create new client groups ...

Guardian Advice monetises new medical service for advisers

MARK SMITH  |  TUESDAY, 25 JUN 2013
... refer clients and get a share of the profits. When medical and pathology testing is needed as part of an insurance application process, advisers often have little control over whether the client actually sees their general practitioner and drop-off rates ...

Arena REIT lists on the ASX

ALICE URIBE  |  FRIDAY, 14 JUN 2013
The Arena Real Estate Investment Trust (REIT) has listed on the Australian Securities Exchange (ASX). Arena REIT investment mandate including in investing in childcare, education, healthcare and government The fund is raising $75 million by the issue ...

Boardroom cloud tech eases organisational burden

MARK SMITH  |  THURSDAY, 13 JUN 2013
... Super and with hundreds of board members across a range of industries. Once implemented IQ Group says the iqBoard application entirely replaces traditional paper-based board documentation packs and reduces consumables and preparation time by up to 80% ...

Buffett helps SMSF investors to big returns

MARK SMITH  |  THURSDAY, 6 JUN 2013
... three-year term. The minimum outlay is $9,075 representing three years' interest payments, currency hedging fees and an application fee.

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Financial technology provider Rubik Financial will focus on the boutique financial planning space, following the acquisition of Visor Desktop financial planning software from Macquarie Banking and Financial Services Group. "We want to have both a boutique ...

CleverSuper launches SMSF platform

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Platform provider CleverSuper is attempting to bring advisers and self-managed superannuation funds (SMSF) closer together with the launch of a new administration platform. The service is available for a monthly fee and it provides advisers and trustees ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
After years of technology investment focused on developing infrastructure, banks and fund managers are pinning their hopes on better customer-centric IT solutions to gain market share. "Technology is going to be paramount for this industry," Colonial ...

AFS goes into liquidation

LAURA MILLAN  |  FRIDAY, 31 MAY 2013
... Limited, Australian Financial Services Limited, MDA Private and Strategy Portfolio Limited. BDO has also made an urgent application to the Court to get directions regarding the nature of the funds and how they are to be dealt with to ensure consistency ...