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Showing 2231 - 2240 of 4013 results for "Accounts"

Super skimming adviser permanently banned

JAMIE WILLIAMSON  |  MONDAY, 19 DEC 2016
... the client's superannuation; provided false declarations to a super fund trustee to access fees from six client's super accounts totaling $286,530; and gave funds to clients from their superannuation and kept a portion of the funds for himself. The regulator ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... said. Instead Henderson focused on creating efficiencies within his business; outsourcing paraplanning and using managed accounts to allow for more client-facing time. "Back in 2012 when I was commercialising the business and wanting to be a "big CEO" ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers ...

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
... a more full-time role following his departure from IOOF where he was national manager, platform strategy and managed accounts. Comprising of representatives from a broad range of MDA providers, platform operators, investment managers, advisory organisations ...

Super clarity presents adviser opportunity

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
... as a couple has never been so important. Wealthy couples can still retire with up to $3.2 million in tax-free pension accounts by ensuring they are accumulating their super evenly. Younger couples who co-ordinate their plans also have improved chances ...

Economic Wrap

BENJAMIN ONG  |  WEDNESDAY, 7 DEC 2016
... June. That turned out to be highly optimistic. This is because the Australian Bureau of Statistics (ABS) latest National Accounts update showed the Australian economy contracted by 0.5% instead - the first quarterly drop since the 0.2% fall registered ...

Industry fund recovers millions in lost super

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2016
... to September 2016. Vision Super reunited 236 of its members with lost super in the quarter and consolidated multiple accounts of 85 members at the same time; one of which merged five lost super accounts with a value of $102,695. Vision Super chief executive ...

Millennials embrace Essential Super's digital presence

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
... customers, many of which are millennials. New data from the fund has found that more than four in every 10 Essential Super accounts are opened via digital channels. The fund has seen a 37% jump in take up through digital in the last financial year, with ...

Industry funds lead Labor's super inquiry

DARREN SNYDER  |  MONDAY, 5 DEC 2016
... only to discover months later that their super, including extra voluntary contributions, has not been paid into their accounts and is lost completely when companies move into liquidation." "It is not unusual to hear from members who have lodged a complaint ...

CBA partners for agribusiness pilot

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... farmers to respond with greater agility when market conditions change." The software translates activities into management accounts to give farmers an understanding of how their activities impact their current cash, profit and balance sheet positions. ...