Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 171 - 180 of 245 results for "Planning for"

IAG urges Asia focus

LINDA HAUSKEN  |  MONDAY, 10 SEP 2012
... countries but are yet to enter Indonesia. Wilkins said that 2020 is not some far off distant point and that the time for planning for the future is here and now.

Climate change already an insurance risk

ALEX DUNNIN  |  FRIDAY, 13 JUL 2012
... effects as well. "One in 100 year flood [events] become one in 17 year flood [events]," it noted. They have to begin planning for these possibilities, regardless if the climate change is a natural phenomenon or is caused by human factors, because "small ...

ASIC suspends practice licence

ELISE BURGESS  |  TUESDAY, 17 APR 2012
ASIC has suspended the licence of Australian Performance Financial Planning for three months for unknown reasons. The Australian Securities and Investments Commission (ASIC) suspended the Australian financial services licence of the Sydney-based planning ...

Estate planning specialist joins Equity Trustees

RACHEL DAVIS  |  WEDNESDAY, 11 APR 2012
... plans. "As babyboomers reach retirement age, there is an increasing number of people recognising the need to start planning for how their estate will be distributed on their death. "Many have complicated financial situations including superannuation ...

Macquarie sees managed accounts surge

ELISE BURGESS  |  THURSDAY, 15 MAR 2012
... to expect that managed accounts will increasingly gather interest from investors, especially among those who are planning for retirement," said Stewart. Damian Graham, head of Macquarie Private Portfolio Management, said it was the obvious tax benefits ...

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... paper about the industry reaction to the impending introduction of the Future of Financial Advice (FOFA) reforms, Planning for Success by CoreData assessed industry opinion of the likely outcome of the reforms including the rise of professionalism of ...

Female SMSF trustees narrow gender gap

CLAIRE MCGREAL  |  MONDAY, 23 JAN 2012
... it comes to retirement planning which means there needs to be a greater focus among advisers on educating women in planning for their retirement." According to SPAA, tax office figures also show SMSF females tend to be younger than male trustees, with ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... Former BT and Commonwealth financial planning head, Neil Younger, has been named as head of practice based financial planning for ANZ Wealth. Younger's previous role was general manager for Commonwealth Financial Planning where he reported to then Colonial ...

Head of Bank of Melbourne Private appointed

RACHEL DAVIS  |  MONDAY, 31 OCT 2011
... comes from National Australia Bank where he spent more than ten years in senior roles including as head of financial planning for NAB Private and as a regional executive. Most recently, Ayres was a senior investment specialist with NABInvest. General ...

FuturePlus restructure creates new head role

ELISE BURGESS  |  TUESDAY, 11 OCT 2011
FuturePlus Financial Services continues its push for medium-sized super funds with the establishment of a new role focused on delivering targeted services in administration, financial planning and paraplanning for super funds. Hayden King will start ...