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Showing 2151 - 2160 of 2662 results for "SEPA"

Don't confuse advice: Guardian

COMPANY RELEASE  |  WEDNESDAY, 15 JUL 2009
Guardian Financial Planning is asking the Government to steer clear of calling the trustee and member interaction 'advice' and clarify that the level of communication proposed is at best 'informed guidance' - not advice. The planning firm is also asking ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
Following adviser feedback, platform provider Oasis Asset Management is looking to add exchange traded funds and separately managed accounts into its platform, while boosting its direct shares offering. Andrew Rawlinson, director of distribution at ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
More than 250,000 SMSFs can now more easily access SMAs after OneVue scored a major deal with BGL Financial Services. The white-labelled product will be known as SMSF Invest, and will be distributed by SMSF software provider BGL Corporate Solutions. ...

RE model should be reviewed: PIS

RUTH LIEW  |  MONDAY, 13 JUL 2009
PIS is increasingly questioning the Responsible Entity system and said a return to the previous "trustee" model could be a solution to safeguard investors from collapses such as those of Great Southern and Timbercorp. Grahame Evans, managing director ...

AMP gears up for changes in advice

RUTH LIEW  |  THURSDAY, 9 JUL 2009
AMP is getting a head start on the changes in superannuation regulation and shifting consumer behaviour towards financial planning through a new project called 'Advice 2010'. Craig Dunn, chief executive of AMP and a speaker at the Trans-Tasman Business ...

Platypus calls for time out

RUTH LIEW  |  WEDNESDAY, 8 JUL 2009
Platypus Capital Management is closing shop and liquidating two of its flagship products because the firm "is not at a viable size in the industry as it currently exists". According to an email by Chris Talbot, one of the partners of Platypus, the boutique ...

Timbercorp buy passes sole purpose test

RUTH LIEW  |  MONDAY, 6 JUL 2009
The $1.5 billion First Super, which last week entered a consortium to snap up collapsed Timbercorp's forestry assets, will not be in breach of the sole purpose test if the deal was to be finalised, said a superannuation expert. Michael Vrisakis, partner ...

Cuffe joins Centric board

PRESS RELEASE  |  MONDAY, 6 JUL 2009
Centric Wealth has appointed former Colonial First State chief executive Chris Cuffe to the firm's board. Cuffe is well known for his management roles at Colonial First State where he helped pioneer the FirstChoice platform and, separately, Challenger ...

AUSTRAC to probe anti-money laundering breaches

MICHAEL HOBBS  |  THURSDAY, 2 JUL 2009
The Australian Transaction Reports and Analysis Centre (AUSTRAC) has accepted enforceable undertakings from Barclays Bank PLC and Mega International Commercial Bank Co for breaching anti-money laundering and counter terrorism laws. An AUSTRAC statement ...

J.P. Morgan wins Capital mandate

COMPANY RELEASE  |  FRIDAY, 26 JUN 2009
J.P. Morgan has won a mandate with fund manager Capital International Research to provide services for the group's mutual funds recently launched to Australian and New Zealand investors. J.P. Morgan Worldwide Securities Services will provide global ...