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Showing 231 - 240 of 261 results for "General advice"

Accountants eye full AFS licence

LAURA MILLAN  |  MONDAY, 24 JUN 2013
... 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 ...

Practitioners ill equipped for business sale

MARK SMITH  |  WEDNESDAY, 24 APR 2013
... 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 ...

Mac Private Wealth forced to rectify serious deficiencies

MARK SMITH  |  WEDNESDAY, 30 JAN 2013
... 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 ...

PJC concedes FOFA amendment may be warranted

MELANIE TIMBRELL  |  TUESDAY, 24 JAN 2012
... 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 ...

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL  |  MONDAY, 14 NOV 2011
... 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 ...

ASIC looks to reshape retail advice

ELISE BURGESS  |  FRIDAY, 29 JUL 2011
... 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 ...

JB Global submits to independent review

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
... 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 ...

Advisers fear super fund competition

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... 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 ...

RBF-Tas makes senior appointments

RUTH LIEW  |  THURSDAY, 16 DEC 2010
... 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 ...

UniSuper expands advice as member demand rises

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
... 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 ...