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Showing 231 - 240 of 294 results for "Advice services"

UK RDR market impacts gathering pace

ALEX DUNNIN  |  FRIDAY, 28 JUN 2013
... services were seen as a major threat by 31% of survey respondents. But while advice firms see direct and internet advice services as a threat, less than 10% of respondents see the strategic threat being the product providers' actual direct offering. ...

TASA may also affect industry super funds

LAURA MILLAN  |  WEDNESDAY, 19 JUN 2013
... AIST policy and regulatory analyst Richard Webb said. "Because of the way that funds can collectively charge for advice services under section 99F of the SIS Act, this would capture most services offered by a super fund where the word 'tax' is mentioned," ...

Industry "disappointed" at PJC recommendation

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... organisation is disappointed that the report does not recognise the problem with the definition of tax financial advice services. "We remain concerned that there are other issues with this legislation that will come out over time as the industry has ...

Adviser "enshrinement" bill passes through lower house

ALICE URIBE  |  WEDNESDAY, 29 MAY 2013
... executive Brad Fox said. "The AFA continues to believe that the legislation is good for both consumers of financial advice services and for the financial advisers who provide those services." The Association of Financial Planning of Australia (FPA) also ...

EQT creates private wealth management role

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
... part of its expansion of the private wealth services business. Foster will be responsible for Equity Trustees advice services, including its aged care advisory and placement businesses, corporate superannuation advice and personal wealth management. ...

SFG mulls merger with WHK

BEN COLLINS  |  MONDAY, 25 FEB 2013
... Australia said. SFG Australia became interested in Lachlan Partners due to the former's accounting, tax and financial advice services for high-net-worth clients, Tony Fenning, SFG Australia managing director said. The Lachlan Partners accountants, advisers ...

WHK appoints SMSF head

MARK SMITH  |  THURSDAY, 21 FEB 2013
... John Nantes. "We are strongly positioned in this market as we offer accounting, tax, audit, administration and advice services for SMSF trustees."

SMSF trustees confident backing their limited advice

BEN COLLINS  |  WEDNESDAY, 13 FEB 2013
... Russell Investments Asia Pacific CEO Alan Schoenheimer said financial advisers may need to start "broadening their advice services" to include competency in new adaptive investment opportunities. An while most self managed super trustees are confident ...

New charity regulator promises less red tape

MARK SMITH  |  MONDAY, 10 DEC 2012
... members of our community. The ACNC opened for business on Monday 3 December, and immediately commenced education and advice services for the sector and the public. Pascoe said that while the launch is exciting, there are a number of challenges the ACNC ...

Accounting firm takes on wealth management

STAFF JOURNALIST  |  THURSDAY, 29 NOV 2012
... increasingly seeking more holistic services from their advisers, a strategy that brings together the accounting and advice services of HLB Mann Judd, and my own financial planning skills, made sense," Lord said.