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Showing 1301 - 1310 of 1894 results for "Determine"

Zurich identifies investment megatrends

MARK SMITH  |  WEDNESDAY, 29 JUL 2015
Zurich Financial Services has identified five megatrends which it believes will determine the most plausible investment opportunities for the medium to long-term. In a new whitepaper, titled "Investable Megatrends", the company identifies factors - ...

Advice firm pays penalty for misleading claims

MARK SMITH  |  TUESDAY, 21 JUL 2015
Sydney advice boutique Omniwealth Services has paid a $10,200 penalty for making misleading advertising claims on its website. On a page explaining the advantages of investing in property via a self-managed super fund (SMSF), Omniwealth compared the ...

Class partners actuarial certificate provider

MARK SMITH  |  MONDAY, 20 JUL 2015
... generally required for SMSFs that pay a pension income stream and have an accumulation interest. The certificate helps to determine what proportion of the fund's income is exempt from tax. The partnership means that from the Class Super application ...

Rice Warner highlights $1.8trn insurance gap

ALEX BURKE  |  TUESDAY, 14 JUL 2015
There is a $1.8 trillion underinsurance gap in Australia, according to Rice Warner's Underinsurance in Australia report. The report is based on levels of life insurance, total and permanent disability (TPD) and income protection as at June 30, 2014. ...

Corporate bond issue closes at $35m oversubscribed

STAFF WRITER  |  THURSDAY, 2 JUL 2015
Queensland property group W.A Stockwell has closed its $35 million bond issue oversubscribed following a strong response from self-managed super fund (SMSF) trustees and other sophisticated investors. The six-year senior secured amortising note issue ...

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
Imputation bonds or insurance bonds could be a good alternative to annuities or account based pensions in a context of low rates and new rules for aged care means-testing. Imputation bonds can provide an annuity-like payment stream with greater flexibility ...

Macquarie refunds $5.5m after 13-year system errors

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
... insufficient GST credits. Macquarie worked with ASIC, appointing independent consultant Deloitte, to investigate the errors and determine the appropriate levels of compensation for individual clients and ensure these mistakes won't be repeated. The compensation ...

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
Yellow Brick Road is launching GURU, a robo-advice platform that generates a holistic financial "roadmap." GURU is the first step in YBR's new low-cost advice model, and it can factor in savings, investments, liabilities, insurance and financial goals ...

Vale Phil Spathis

MARK SMITH  |  WEDNESDAY, 10 JUN 2015
Phil Spathis, the co-founder of the Australian Council of Superannuation Investors (ACSI), has died following a lengthy illness. Spathis was a driving force behind the organisation, establishing it alongside the late Michael O'Sullivan. He was the first ...

Westpac restructure sees senior exec depart

MARK SMITH  |  WEDNESDAY, 10 JUN 2015
A senior Westpac executive has left the bank following a significant restructure of the management team. Jason Yetton, group executive of retail and business banking is leaving as two new divisions are created. The new consumer bank division will be ...