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Showing 141 - 150 of 170 results for "Practice of"

Proposed tax rules to help instalment warrants investors

MEDIA RELEASE  |  TUESDAY, 18 JAN 2011
... beyond single exchange traded securities. It has previously announced changes to the income tax laws to confirm the practice of treating an investor in an instalment warrant over a listed security as the owner of the security for income tax purposes. ...

NZ Super to look for green mandates

RUTH LIEW  |  THURSDAY, 16 SEP 2010
... considerations throughout their investment process. The NZ Super Fund is championing ESG considerations as part of its "best practice of portfolio management" strategy, she said. "A lot of our focus at the moment has been to get the governance policy ...

Advisers champion responsible investing

RUTH LIEW  |  THURSDAY, 16 SEP 2010
... Association of Australia announced it was partnering with the Responsible Investment Association Australasia to promote the practice of responsible investment advice to its members.

Securitor awards top practices and advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 21 APR 2010
... and have been with the dealer group for a period of time. The winners are: The State Award winners up for Securitor Practice of the Year are: VIC - Ford Scott NSW - Nationwide Financial Services SA - McLeod Watzdorf Financial Planning WA - Smith Wealth ...

Cooper Review unveils MySuper, officially

MICHELLE BALTAZAR  |  TUESDAY, 20 APR 2010
... all fees must be on a fee-for-service basis and reviewed every 12-months under an opt-in model (versus the common practice of opt-out). Trailing commissions will be banned although if the trustee allows, fees for super advice can be paid out of the member's ...

Matrix adds regional practice

COMPANY RELEASE  |  TUESDAY, 6 APR 2010
Matrix Planning Solutions has recruited regional practice A&B Financial Planning into its dealer group. Located in Temora, in regional NSW, A&B Financial Planning joined Matrix on 22 March 2010. The principal financial planner in the practice is Andrew ...

Harvard puts property on sale

RUTH LIEW  |  THURSDAY, 25 FEB 2010
... search for reasons for the poor performance needs to go well beyond the downturn in the market and credit drought. "The practice of gearing up against increasing asset values and making distributions of unrealised capital, often debt funded, particularly ...

Japanese history lesson

BENJAMIN ONG  |  WEDNESDAY, 20 JAN 2010
... companies than their regular business operations. Falling share prices spelled the natural death of this Japanese practice of cross shareholdings - the same way CDO's and other structured investments went out of fashion during the GFC. There have been ...

Financial Wisdom names its best

COMPANY RELEASE  |  WEDNESDAY, 2 DEC 2009
Wealthwise has won the Financial Wisdom 2009 Practice of the Year for the second year running and Adam Watts was awarded Rising Star of the Year. The West Australian-based financial planning firm won the award based on a number of categories including ...

TPD tax changes could increase premiums: ASFA

MICHAEL HOBBS  |  FRIDAY, 16 OCT 2009
... superannuation benefit might still be able to work. The changes come into force from July 2011, this means the current practice of deducting TPD premiums will apply from July 2004 until the end of June 2011. Chris Bowen, minister for financial services ...