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Showing 201 - 210 of 216 results for Kate Hage

NAB rolls out in-house planner strategy

KATE HAGE  |  THURSDAY, 20 APR 2006
National Australia Bank (NAB) Financial Planning has piloted an in-house financial planning model in a number of Queensland branches, with plans to look at implementing it nationally later in the year. General manager, Adrian Hondros, says the move ...

MacarthurCook boosts retail team

KATE HAGE  |  WEDNESDAY, 19 APR 2006
Funds management group MacarthurCook has appointed a former Allianz Global Investors sales manager to head up its retail distribution team. Domenic Sita, former senior manager of retail business at Allianz, has been appointed head of retail business ...

Intrust goes public offer

KATE HAGE  |  WEDNESDAY, 19 APR 2006
Queensland based hospitality and tourism industry fund, Intrust Super Fund, has launched a new public offer category for non-employer sponsored and self-employed members. Instrust's chief executive officer, Brendan O'Farrell, said they will market the ...

Call for personal tax cuts to plug company tax loophole

KATE HAGE  |  TUESDAY, 18 APR 2006
A push to cut top income tax rates was flagged this week as the Board of Taxation chairman, Dick Warburton, said such a reduction would stop people channelling personal income into company coffers. Warburton recently co-authored a report comparing Australia's ...

AMP stalwart tipped to replace Genesys MD

KATE HAGE  |  THURSDAY, 13 APR 2006
It was exclusively revealed to the Financial Standard yesterday that Genesys Wealth Adviser's (Genesys) managing director, Ray Miles, would step down in coming months with rumours of a high profile replacement. A source also revealed to the Financial ...

We need professional education courses that set advisers apart: AFA

KATE HAGE  |  WEDNESDAY, 12 APR 2006
The Association of Financial Advisers (AFA) has picked up the ball and run with it following last week's shadow shopping fallout, and the answer they say, is in improved professional education. AFA chief executive, Richard Klipin, admitted what keeps ...

Labor launches 6-point super plan

KATE HAGE  |  TUESDAY, 11 APR 2006
The Labor party has announced plans to finetune the nation's superannuation system, targeting lifting retirement income, cutting superannuation taxes and making it simpler for people to consolidate lost super. The Leader of the Opposition, Kim Beazley ...

Accountants come under shadow shop radar

KATE HAGE  |  MONDAY, 10 APR 2006
Unlicensed advisers and accountants will also fall under ASIC's radar, in the fallout of the shadow shopping survey results unveiled last week, revealing that over 22 representatives gave advice out of their realm. Speaking at the FPA's Sydney chapter ...

Genesys hunts for new Qld firms under BOQ deal

KATE HAGE  |  FRIDAY, 7 APR 2006
Genesys Wealth Advisers (Genesys) has started the search to recruit nine new member firms following the announcement of a new alliance with Bank of Queensland (BOQ). Under the venture, Genesys will provide BOQ's 193 branches with financial planning ...

Lonsec says big brand small caps are back

KATE HAGE  |  THURSDAY, 6 APR 2006
Research and ratings group, Lonsec have completed a review of 24 funds, which included small cap funds, micro cap focused funds and a mid cap focused fund, that has resulted in three upgrades and four downgrades. The main trend coming out of the results ...