Search Results | Showing 231 - 240 of 261 results for "General advice" |
| | | ... accountants will be able to give advice on the establishment of self-managed superannuation funds (SMSF) as well as general advice. "They will be able to recommend their clients to put their money into cash, but they can't tell them to get into a specific ... |
| | | | ... have noticed a gradual increase over the last year in the number of phone inquiries from practioners looking for general advice about selling their businesses," Wrightson said. "It's quite common that the practice owner calling us has been in discussion ... |
| | | | ... dealing with compliance standards of its advisers, ensuring compliance with the obligations on personal advice, general advice and execution-only dealing transactions. A Macquarie spokesperson said: "We note ASIC's concerns in relation to Macquarie Private ... |
| | | | ... Parliamentary Joint Committee on Corporations and Financial Services heard today. While the majority of super funds provide general advice, where individuals receive life insurance cover under 'group life' policies and individual advice has been given ... |
| | | | ... within SMSFs, advice on financial planning, life risk and credit advice for individuals and businesses, as well as general advice on superannuation. AXA Financial Advice Network's National Manager, Business and Marketing Programmes, Sam Aylett, said ... |
| | | | ... superannuation pension products among others. CP 164 will also outline the difference between factual information, general advice and personal advice. Submissions on CP 164 can be made until September 8, with a phase two paper due to be released that ... |
| | | | ... inadequate disclosure of adviser remuneration, it said. ASIC said the firm indicated its intention to change to a general advice model, implemented training programs and other systems to address compliance risks. JBG Structured Investments, part of JB ... |
| | | | ... Shorten responded that intra-fund advice was not of the same depth as that of financial planners. "It's pretty general advice," he said. "If you're worried about industry funds that are killing your business, while you are there you're missing other ... |
| | | | ... of the RBF business - product and services development, marketing and brand positioning, financial planning and general advice, and member administration," said Philip Mussared, chief executive of RBF. Meanwhile, two existing RBF managers were successful ... |
| | | | ... financial planning service next year after better-than-expected demand, with thousands of members using it to get general advice while around 700 requested tailored financial plans. UniSuper Advice, launched last December, has provided financial plans ... |
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