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Showing 121 - 130 of 1102 results for Elise Burgess

Cavendish MD named SPAA chair

ELISE BURGESS  |  FRIDAY, 17 FEB 2012
Andrew Hamilton will succeed Sharyn Long as chair of SPAA for a fixed two year period, in addition to his current role as managing director for SMSF administrator, Cavendish Superannuation. The Self-Managed Super Fund Professionals' Association of Australia ...

AMP results show continued AXA impact

ELISE BURGESS  |  THURSDAY, 16 FEB 2012
AMP Limited FY11 results have shown its AXA merge continues to drag on costs with net profit after tax of $688 million, down 11%, for the 12 months to the end of December. AMP Financial Services meanwhile posted mixed results with North platform and ...

Video SoAs on the cards

ELISE BURGESS  |  THURSDAY, 16 FEB 2012
Statements of Advice in video format is one of many new opportunities for advisers with the introduction of social media strategies to daily advice operations, discussed at the national SPAA conference yesterday. The introduction of scaled advice will ...

CBA profits up 19%, wealth mgmt struggles

ELISE BURGESS  |  WEDNESDAY, 15 FEB 2012
The CBA has recorded a statutory net profit after tax for the half year ended Dec 31 2011 of $3.624 billion, a 19% increase on the previous corresponding period, in a strong result unaided by its wealth management arm which recorded a loss. The Commonwealth ...

Disclosure regulations unnecessary: FIRSTSUPER

ELISE BURGESS  |  WEDNESDAY, 15 FEB 2012
The superannuation disclosure debate and industry transparency was raised again yesterday after ASIC promised future guidance for super funds, meanwhile one super fund that already uses disclosure practices has called the actions "unnecessary". Peter ...

Market provides opportunities for absolute return investment

ELISE BURGESS  |  WEDNESDAY, 15 FEB 2012
Super funds and retail investors should consider adopting a risk based approach to portfolio construction and move away from traditional asset allocation, according to one global fund manager, to protect their investments against volatile markets. Global ...

Margin lending suffers from adviser misconception

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
Investment Trends December 2011 Margin Lending Financial Planner Report has revealed 83% of respondents named market conditions as the biggest barrier to margin lending among financial planners. Volatility levels attracted 49% of the vote with higher ...

AXA FP advisers begin transition away from brand

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
As the AXA brand continues its withdrawal from the Australian market, AXA Financial Planning practices are being offered branding options including the offer to transition to AXA licensee, Charter Financial Planning. Under the Charter FP licence, AXA ...

New data questions SMSF inflows

ELISE BURGESS  |  MONDAY, 13 FEB 2012
New data indicates SMSF net inflows may be decelerating, both in terms of dollars and as a percentage of average assets, raising questions about whether the market has reached its peak. Andrew Baker, managing partner of Tria Investment Partners, identified ...

SuperStream exposure draft a positive step

ELISE BURGESS  |  MONDAY, 13 FEB 2012
The industry has welcomed the Government's exposure draft legislation and a draft explanatory memorandum, detailing new proposed legislation to improve the administration and management of super accounts through the SuperStream reforms. The draft is ...