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Showing 1301 - 1310 of 2303 results for "Financial Planner"

Life insurance consuming dormant super fund balances

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
More than 25 per cent of dormant superannuation accounts have active life insurance policies causing balances to dwindle through unnecessary fees, new figures show but financial planners can help. According to research house Rice Warner, just over 12 ...

Tyndall shifts gears on FI

MATT WOODINGTON  |  TUESDAY, 12 APR 2011
Financial planners should encourage clients to reconsider their view on Australian fixed interest, which represents a safe haven investment, said the head of fixed income at a $22 billion fund manager. Roger Bridges of Tyndall Investments Australia ...

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners are finding it harder to sell their practices this year and business values have declined, thanks to legislative uncertainty, according to industry valuation firm Radar Results. The consulting firm said requests for valuations on ...

Financial planners to improve soft skills

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners can now learn behavioural skills to help them sell insurance to clients through a new training course offered by AXA. The Risk Learning Program has two main components, one that teaches advisers to discuss life, TPD and income protection ...

Extra year for tax related overhauls

MATT WOODINGTON  |  FRIDAY, 8 APR 2011
The federal government has granted an extra year to both Managed Investment Trusts (MITs) and financial planners providing tax advice to come to terms with new legislation. Bill Shorten, assistant treasurer and minister for financial services and superannuation ...

Good advisers can save clients from tax crackdown

ALISON BEVEGE  |  FRIDAY, 8 APR 2011
... keep their clients safe from the tax avoidance schemes by refocusing them on their investment objectives, a financial planner said today. The Australian Tax Office has been cracking down on avoidance rorts, questioning more than 130 scheme promoters ...

FPA scores 94pc approval

ELISE BURGESS  |  FRIDAY, 8 APR 2011
Financial Planning Association (FPA) members have voted almost unanimously for a new three-year strategic plan as the association moves in new direction. The extraordinary general meeting held in Melbourne yesterday recorded a 94 per cent vote in favour ...

AMP taking its time with planning business

RACHEL DAVIS  |  THURSDAY, 7 APR 2011
AMP's merger with AXA brings around 3000 financial planners under the same roof - almost double the size of its nearest competitor. Merging the two entities for maximum returns is a task AMP is not rushing into. Craig Meller, Managing Director of AMP's ...

Cavendish, Super Concepts sign with SMARTwrap

ELISE BURGESS  |  THURSDAY, 7 APR 2011
Cavendish Superannuation and Super Concepts have agreed to be the default administration providers for a SMARTwrap offering for self-managed superannuation funds (SMSF). The two SMSF administration providers have signed a heads of agreement with provider ...

ASIC call to improve planner education

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
Financial planners may have to undergo a new training and assessment framework, which includes certification exams and update reviews every three years, if latest proposals from the financial services regulator go ahead. A consultation paper submitted ...