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Showing 2241 - 2250 of 2303 results for "Financial Planner"

ATO targets retiree strategy

AAP  |  WEDNESDAY, 14 JUL 2004
The Australian Tax Office (ATO) is reportedly scrutinising a popular investment strategy in a move which could result in hefty tax bills for thousands of retirees. The ATO is concerned that people on the brink of retirement are withdrawing superannuation ...

FPA implements education changes

The Financial Planning Association (FPA) today announced changes to its educational program removing the provision of entry level financial services education to concentrate on the establishment and maintenance of higher educational standards for existing ...

ATO ruling leaves consumers exposed; CPA

Australia's largest accounting body, CPA Australia, which also represents some 3,000 financial planners, said it will seek talks with corporate regulators after the Australian Tax Office (ATO) ruled that unregistered tax agents could give tax advice ...

BT appoints Forman head of product

BT Financial Group today announced the appointment of Sarah Forman to the position of head of product with responsibility for BT's overall product strategy including wrap and corporate superannuation platforms, managed funds and margin lending. "As ...

BT launches new margin lending feature

BT Financial Group announced on Tuesday the launch of a new "on-line transaction simulator" for its margin lending customers. According to BT, the software will allow the group's margin lending customers to simulate transactions on-line and instantly ...

FPA rejects calls for prosecution

The Financial Planning Association (FPA) has rejected criticism of it by the Australian Investors Association (AIA) which has called for the FPA to be prosecuted for false and misleading statements. In a statement released last night, the FPA said it ...

FPA 2004 Annual Convention draws a crowd

The Financial Planning Association (FPA) said six months ahead of its 2004 annual convention and expo more than half the exhibition space and two thirds of budget had been secured. More than 70 leading financial planners will have exhibitions introducing ...

Mercer announces two new staff additions

... superannuation funds. Janis Marsh is the other appointment, joining the group's Adelaide operations as a senior financial planner. Marsh joined Mercer having served as financial services manager at CPS Credit Union.

Guaranteed retirement annunities at risk: Mercer

Australians wishing to retire on a guaranteed income stream that complies with the social security test exempting all assets must act quickly before the Federal Government cuts the exemption in half, financial planners Mercer Wealth Solutions said. ...

Challenger to create national network of financial planners

Challenger Financial Services Group plans to pay the equivalent of about $100 million in a share swap with Associated Planners Group to create a national network of some 450 financial planners that will include its Garrisons Financial Planning arm. ...