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Showing 15561 - 15570 of 18325 results for "Plan"

CPA gives guidance on SMSFs

Peak accounting body CPA Australia has developed a set of guidelines to help members who are advising their clients about SMSFs. "Accountants are a major source of advice when it comes to SMSFs, so we need to ensure CPA Australia members are aware of ...

SMSFs are about control not speculation: IFSA

ALEX DUNNIN  |  WEDNESDAY, 15 NOV 2006
A new survey has found half of all self managed super fund members are aged 55 or younger who want control over their money rather than higher risk. The survey, conducted by research firm Investment Trends for the Investment and Financial Services Association ...

Build websites around users not IT teams

ALEX DUNNIN  |  TUESDAY, 14 NOV 2006
Financial services firms investing in new websites, software or other digital services risk lost customers and cost blow-outs if they don't test the new services with actual users. Theresa Cunnington, senior usability consultant at iFocus, said, "Technology ...

Smart 401(k) plan design boosts their take-up

ALEX DUNNIN  |  TUESDAY, 14 NOV 2006
Research from the US-based Investment Company Institute (ICI) reveals smart 401(k)s plan design is a big factor in their take up. "Research generally indicates that offering employer matching contributions or a loan provision increases participation. ...

Superwoman joins Millenium 3

Sydney based womens financial services specialist Superwoman has flagged its intentions to expand nationally and has formed a joint venture with ING owned Millennium 3 Financial Services Group. "We are thrilled to have the support and assistance of ...

Broker gets jail term for forgery

A former options advisor and stockbroker has been sentenced to two and a half years in prison on 27 forgery charges and for trading $1.28 million worth of his clients' shares without their knowledge. In a case bearing some resemblance to the now infamous ...

AIG Life appoints head of group insurance

HAMISH MADDEN  |  FRIDAY, 10 NOV 2006
... Globally, we have one of the industry's most extensive life insurance businesses. "Growth is a top priority for us and we plan to build on our reputation as a strong and clever competitor in the Australian group insurance market. We aim to make our offer ...

Schroders casts net outside MSCI World

Financial advisers looking for a global equities fund with a twist should look no further than Schroders Global Active Value, a fund that invests in shares outside the traditional global benchmark MSCI World Index. Schroders chief executive, Greg Cooper ...

Financial Wisdom trumpets its Platinum Advantage

HAMISH MADDEN  |  WEDNESDAY, 8 NOV 2006
Financial Wisdom's Platinum Advantage program has so far been a resounding success with affiliated planners and their clients. The Platinum Advantage program offers Financial Wisdom advisers and their clients access to special retail discounts and offers ...

HIP in the spirit of giving out member benefits

HAMISH MADDEN  |  WEDNESDAY, 8 NOV 2006
Industry super fund Health Industry Plan (HIP) has unveiled a range of improved member benefits to see in the new year. After going to tender on its insurance partnership, HIP eventually renegotiated an insurance deal with ING that translated to a 15 ...