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Showing 211 - 220 of 294 results for "Advice services"

Gen Ys most keen on intra-fund advice

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... super fund members, with a new survey revealing that half of Gen Ys who have not used their fund's intra-fund advice services before, intend to do so in the future. The 2014 CoreData Member Engagement Report revealed that more than one in three of total ...

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
... and 22 mortgage brokers operating in all mainland states and the ACT. Australian Unity covers the full range of advice services for advisers including technical support, asset allocation, investment research, risk insurance, para-planning, compliance ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
... systems and accreditation offers small and medium practices, in particular, an attractive pathway to broadening the advice services they can offer clients," he said. Viney is a certified practising accountant and financial adviser. He has owned his own ...

Cbus answers CFMEU leak allegations

JAMES FERNYHOUGH  |  MONDAY, 12 MAY 2014
... policy: "Your personal information may be disclosed to third parties including providers of personal financial advice services, sponsoring organisations, to assist in the recovery of outstanding contributions, and when undertaking marketing activities ...

TPB releases tax advice definition in YouTube video

LAURA MILLAN  |  MONDAY, 14 APR 2014
... uploaded to the TPB's YouTube channel last week, the organisation's chair Ian Taylor explained that tax financial advice services are those provided by an Australian Financial Services Licensee (AFSL) or their representative. It needs to be provided ...

Tax advisers in need of additional PI insurance

LAURA MILLAN  |  TUESDAY, 11 MAR 2014
... for consumer protection that tax advisers maintain adequate PI insurance cover that covers the provision of tax advice services to clients," the document said. The TPB is proposing an implementation period from July 1, 2014, to December 31, 2016. New ...

Advisers to complete 60 extra education hours under TASA

LAURA MILLAN  |  MONDAY, 10 MAR 2014
... planners can register as a "conditional adviser." This category limits the subject area in which advisers provide tax advice services. Conditional advisers will have to complete a minimum of 45 hours of CPE over three years and the training should be ...

CFS outlines post-awards plans

JAMES FERNYHOUGH  |  WEDNESDAY, 5 MAR 2014
... advisers have traditionally taken ongoing commissions from the super funds they recommended in exchange for intrafund advice services. While this is banned under FoFA, the government is currently reviewing the possibility of allowing advisers to offer ...

FoFA reform brings general advice into the spotlight

LAURA MILLAN  |  MONDAY, 17 FEB 2014
... financial situation or needs. Fox said that "the general advice amendments were drafted to facilitate the general advice services provided by banks and call centres." He stressed that the changes "will have no relevance to the activities of financial ...

Member direct investment at "high water mark": AIST

JAMES FERNYHOUGH  |  THURSDAY, 13 FEB 2014
... currently not meeting this test. "The implementation of member direct investments needs to be fully integrated with advice services, particularly in relation to online capabilities." In order to achieve this, he said that super funds need to "significantly ...