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Showing 14031 - 14040 of 18281 results for "Plan"

Salary sacrifice on the rise: legalsuper

RUTH LIEW | FRIDAY, 20 JUN 2008

The $1 billion industry fund, legalsuper, has experienced a 50 per cent increase in salary sacrifice contributions at the end of May, despite returns being the worst for 20 years. Andrew Proebstl, chief executive of the $1 billion super fund claims ...

TFSA cuts cost, saves time through Paragem

Total Financial Solutions Australia, a dealer group on the cusp of a major expansion plan, turns to outsourcing specialist Paragem to mind the details as TFSA advisers think big. In a new deal signed this month, TFSA will outsource commissions payment ...

Perpetual Series 3 still tax effective

MICHAEL HOBBS | THURSDAY, 19 JUN 2008

Perpetual clarified the tax effectiveness of its Protected Investments - Series 3 after the federal government changed the interest rate deductibility of capital protected borrowings. The firm's Protected Investments - Series 3 allows investors to gear ...

Planner buying spree tops $17bn

The latest Rainmaker Research reveals more than $17 billion of funds under advice (FUA) has changed ownership in the last six months, resulting in a major reshuffle of the country's top 10 financial planning groups. The largest deal to date was AXA's ...

Financial Simplicity launches Open Edition

RUTH LIEW | THURSDAY, 19 JUN 2008

Managed account provider Financial Simplicity has released an 'Open Edition' technology toolkit tailored for platforms and distribution groups looking to offer their own managed account products. Financial Simplicity claims its toolkit allows each provider ...

CBA targets self managed super

WWW.THESHEET.COM | THURSDAY, 19 JUN 2008

Commonwealth Bank on Tuesday launched the first offerings from its new structured investments team, aimed squarely at trustees of self managed superannuation funds. Like a number of other financial institutions, CBA is hoping to take advantage of changes ...

ASIC bans Westpoint planner

MICHAEL HOBBS | THURSDAY, 19 JUN 2008

The Australian Securities & Investments Commission (ASIC) banned Western Australian financial adviser David Liddicoat from providing financial services for three years after he misled clients on Westpoint investments. Liddicoat provided financial planning ...

GESB converts to a 'true' mutual

RUTH LIEW | THURSDAY, 19 JUN 2008

WA-based $8.8 billion super fund GESB is next month scrapping its status as a public-servant only super fund and flicking the switch to become a mutual, complete with voting rights and direct member ownership. Starting 1 July, GESB members will have ...

FPA partners with Deakin

MICHAEL HOBBS | WEDNESDAY, 18 JUN 2008

The Financial Planning Association (FPA) is one step further to improving adviser understanding on life insurance after partnering with Deakin University to develop an industry recognised life risk adviser program. The corporate education division of ...

AFA launches 2008 Adviser of the Year

The Association of Financial Advisers (AFA) has opened up the nominations for this year's AFA Adviser of the Year Award, marking the sixth year the non-profit advisory body pays tribute to the country's top advisers. "The Adviser of the Year award recognises ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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When geopolitics becomes a portfolio risk

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Tania Milnes

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Rethinking default design in a changing market environment

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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