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Showing 1371 - 1380 of 1978 results for "TAS"

FPA, AFA to lobby MPs for TASA delay

LAURA MILLAN  |  MONDAY, 3 JUN 2013
The main financial advice associations will lobby members of Parliament today to delay the approval of tax amendments to the Tax Agents Services Act (TASA), amendments they believe will negatively affect financial advisers. The bill is scheduled to ...

Trans-Tasman super rollovers exclude SMSFs

MARK SMITH  |  MONDAY, 3 JUN 2013
The government's finalised regulations have allowed superannuation rollovers between Australia and New Zealand but exclude self-managed super funds (SMSFs). From 1 July 2013 it will be possible to transfer retirement savings account proceeds between ...

TASA now likely to include advisers by July 2013

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
The Tax Agents Services Act (TASA) has been tabled to introduce a "financial adviser services" category for advisers and the measure is likely to start on July 1, 2013. The House of Representatives tabled the legislation this week and the bill is expected ...

Morphic global equities fund reaches $25m

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
The Morphic Asset Management Australian Global Equities Fund has gone from $5 million in assets under management to more than $25 million since inception in August, 2012. The fund achieved returns of 2.8% in April, 2013, but it underperformed the MSCI ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter ...

Melbourne-based BDM joins Morningstar

STAFF WRITER  |  MONDAY, 20 MAY 2013
Morningstar Australasia has appointed Guy Callaghan as Melbourne-based business development manager to further enhance the firm's sales and client relationship management efforts. "We're working with an increasing number of dealer groups, brokers, institutions ...

CommInsure improves coverage for RBF members

LAURA MILLAN  |  FRIDAY, 3 MAY 2013
CommInsure has improved the insurance offering for members of the Tasmania-based Retirement Benefit Fund (RBF) CommInsure has made changes to existing death, total permanent disability (TPD) and income protection products for members of RBF's defined ...

Global cooling on carbon

BENJAMIN ONG  |  THURSDAY, 18 APR 2013
If you think gold's recent swan dive was unnerving, spare a thought for those who bought carbon credits - that's where the climate change has really happened. Gold has recouped some of its losses over the past two trading sessions, but it remains 26.9% ...

ASIC targets SMSF confidence tricksters

MARK SMITH  |  THURSDAY, 11 APR 2013
The Australian Securities and Investment Commission (ASIC) will target 'unscrupulous' advisers trying to make quick money out of the fast-growing self-managed superannuation fund (SMSF) industry. Addressing a packed room at the Hilton Hotel in Sydney ...

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
The role of platforms in driving planning practice costs down will only get bigger after research shows that despite the growth of self-directed and off-platform investing, the lion's share of assets under advice will remain on-platform. Scott Durbin ...