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Showing 2091 - 2100 of 4013 results for "Accounts"

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... trustees being charged interest at 7% per annum above the 90-day bank bill rate, accruing daily, on excess transfer balance accounts. He adds that until this new proposed reporting regime starts, the responsibility for keeping track of transfer balance ...

Executives must think beyond the technical

KARREN VERGARA  |  TUESDAY, 22 AUG 2017
... more about technical accounting work such as reconciliations, trial balances and putting together a set of statutory accounts than she did. "But the fact that there are more people in my team who [might know more than me] about the work that they do ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to help provide industry insight. The survey asks about leading brands in managed accounts as well as your role in the financial services industry. ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
... the housing market if the policy becomes law. "The FPA is concerned that allowing people to access their superannuation accounts for a deposit will have consequences on both the housing market and the retirement income system, ultimately increasing house ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering, Aleda Capital soft-launched in 2016 and in the past 12 months has experienced solid growth, according to director ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... online solution is a "best fit" for SMSFs and advisers, being easy to use and with the ability to manage all trading accounts. He adds the firm's global scale will mean it can offer competitive execution prices when compared with other Australian brokers ...

Managed accounts growth delivers strong Praemium result

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
After a dramatic 12 months, a strategic focus on managed accounts and the increasing number of financial advisers embracing them has been cited as a key driver behind Praemium's FY2017 results. The platform and managed accounts provider reported a 28% ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
... as a result of the July 1 changes to contribution limits taking effect, which saw customers transition to lower margin accounts and consolidating their super into a single account. He expects the SMSF and advice business lines to perform strongly this ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... advice environment. This not only includes advice in SMSFs but also advice in relation to a client's other superannuation accounts, particularly where an SMSF is not appropriate to the client," Zulli said. HUB24 currently operates customised white label ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
The Financial Standard Best Practice Forum on Managed Accounts is introducing an entirely new and innovative format in 2017, placing financial advisers front and centre of the one-day conference. Financial Standard launches a new program format called ...