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Showing 1271 - 1280 of 2303 results for "Financial Planner"

Planners risk trouble opposing FOFA

ALISON BEVEGE  |  FRIDAY, 20 MAY 2011
Financial planners are shooting themselves in the foot by seeking to sink key elements of the Future of Financial Advice reforms, the Industry Super Fund Network has said. Industry Super Fund Network chief executive David Whiteley said the financial ...

Advisers aim for independents over FOFA

ALISON BEVEGE  |  THURSDAY, 19 MAY 2011
Financial planners on the warpath over Future of Financial Advice (FOFA) reforms were given a crash course in political lobbying today by Shadow Minister for Financial Services Senator Mathias Cormann, who told them to target the independents. Speaking ...

Planners eye SMSF property

MATT WOODINGTON  |  THURSDAY, 19 MAY 2011
Industry associations are supportive of the trend for real estate firms and financial planners teaming up to target self managed super funds but are wary of the pitfalls. Self managed super fund trustees are increasingly adding property investments ...

SMEs turning to advice, slowly

ALEX DUNNIN  |  WEDNESDAY, 18 MAY 2011
Most small business owners are unhappy with their retirement savings plans and are increasingly seeking advice, even from financial advisers, reveals research from accounting group Bird Cameron. The Bird Cameron 'Think Big' study of small business attitudes ...

Planners wrapped with super app

ELISE BURGESS  |  TUESDAY, 17 MAY 2011
... what the effect would be on their retirement savings, while the 'Next Steps" will allow a member to contact a financial planner. "It quite complex in that takes into account legislation, tax and allows people to customise to their own needs." "Super ...

Leveraged ETF risk laid bare

ALISON BEVEGE  |  MONDAY, 16 MAY 2011
Morningstar's co-head of fund research Tim Murphy caused a stir at the research firm's investment conference when he showed the risks of US-style synthetic ETFs at a panel session in Sydney on Friday. Tom Keenan of iShares Australia and Graham Smith ...

Advisers not ready for super changes

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
Financial planners are unprepared for a superannuation system that is rapidly changing with the biggest problems not of their making, Jeremy Cooper said today. Cooper, the former head of the Superannuation System Review, told a packed ballroom of industry ...

AUI to draw planners with new property ratings

RACHEL DAVIS  |  FRIDAY, 13 MAY 2011
Australian Unity Investments (AUI) plans to use recent positive research ratings on its Diversified Property Fund to attract financial planners and retail investors to its $40 million rights issue, due to close on June 30. The Diversified Property Fund ...

Industry funds primed for more planning deals

MATT WOODINGTON  |  THURSDAY, 12 MAY 2011
Industry funds are expected to follow AustralianSuper's lead in forming closer alliances with financial planners, as they look to provide advice to more members. News that the $37 billion AustralianSuper will partner with six financial planning groups ...

Planners make their budget wishes

ALISON BEVEGE  |  TUESDAY, 10 MAY 2011
... contributions caps returned to $100,000 for those aged over 50 and $50,000 for those aged under 50. Finn Kelly, financial planner at advisory group Wealth Enhancers, agreed, saying the contributions cap should be $100,000 for all those aged over 50 ...