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Showing 121 - 130 of 212 results for "calculator"

Regulation remains unclear a month out from FoFA

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
The Future of Financial Advice (FoFA) regulation still has some loose ends less than a month ahead of its start, on July 1, 2013. The Financial Planning Association (FPA) general manager of Policy and Conduct Dante De Gori said that the organisation ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement ...

Government to update More Super calculator

JAMES FERNYHOUGH  |  WEDNESDAY, 29 MAY 2013
The federal government plans to update the More Super calculator to take into account increases to the Super Guarantee (SG) which will come into effect on 1 July. The More Super calculator allows users to find out how much super they will have accumulated ...

Apps disappoint despite vast tech spend

MARK SMITH  |  MONDAY, 22 APR 2013
The problems consumers have encountered with mobile banking applications may inform the financial services industry as it looks to produce its own investment and superannuation apps. According to BanterMob director of mobile marketing and strategy Kelly ...

Provisio releases member-to-adviser tech tool

LAURA MILLAN  |  THURSDAY, 11 APR 2013
Advice specialist Provisio Technologies has released a new tool that allows members to engage directly with an adviser, taking over from old-style online calculators. Provisio, which was acquired by Rubik Financial last February, is already providing ...

Product dashboards critical to MySuper

LAURA MILLAN  |  FRIDAY, 22 MAR 2013
Online product dashboard provisions under MySuper legislation will be critical to defining how MySuper will work in practice. According to the project director of the Australian Institute of Superannuation Trustees (AIST) David Haynes, the product dashboard ...

ASIC releases draft super benefits calculator guidelines

ALEX DUNNIN  |  WEDNESDAY, 20 MAR 2013
... to be specific personal financial advice because they said it will not be necessary for trustees to check that the calculator's assumptions match with the consumer's specific circumstances. Regarding the core assumptions around age pension eligibility ...

Macquarie launches SMSF Toolkit for advisers

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
Macquarie Group has launched a Self Managed Super Funds Toolkit for advisers. The new service allows advisers to find all kinds of information and tools about SMSF in the one place, including calculators from Macquarie MAStech team, which calculate ...

Bravura and Rice Warner launch new super tool

MARK SMITH  |  THURSDAY, 31 JAN 2013
Financial services software company Bravura has partnered with industry consultancy Rice Warner to provide a new superannuation tool for members. The new software combines ePASS, Bravura's eBusiness application, with Rice Warner's existing tools and ...

Mercer partners with superMate in SMSF market

LINDA HAUSKEN  |  THURSDAY, 1 NOV 2012
Mercer has formed an alliance with Supercorp's cloud platform superMate to offer its clients a more efficient service to order actuarial certificates. The self managed super fund (SMSF) administration provider 'superMate' is designed to allow accountants ...