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Showing 2631 - 2640 of 3940 results for "USI"

Advisers' client numbers down

BEN COLLINS  |  MONDAY, 3 DEC 2012
In the past five years the number of people using a financial planner has dropped 20%, down from three million to 2.4 million, new research shows. The report from research-house Investment Trends shows that while fewer Australians are now using financial ...

FPA praises 'truth in labelling' legislation

MARK STORY  |  THURSDAY, 29 NOV 2012
Draft legislation released yesterday states that only those fully licensed and authorised to provide personal financial advice are actually entitled to call themselves a financial planner/adviser. Currently, under the Corporations Act 2001, there is ...

Flexibility not returns, drive SMSFs

ALEX DUNNIN  |  TUESDAY, 27 NOV 2012
Major research into the self managed super funds sector affirms that while flexibility and tax management is their primary motivation, their ability to stick with their chosen investment strategy gives them a self perceived performance advantage as ...

MySuper perceived as re-badging exercise

BEN COLLINS  |  THURSDAY, 22 NOV 2012
After engaging with the superannuation industry, it is obvious that there are a wide variety of responses to MySuper product design, said Bravura Solutions' head of product. Many funds are just treating MySuper as a chance to re-badge the default scheme ...

Understand borrowing laws warns ATO

BEN COLLINS  |  THURSDAY, 22 NOV 2012
Be careful when investing in property, the Australian Tax Office warned self managed super fund trustees yesterday. People might be using their DYI super fund to invest in property without actually understanding borrowing laws, said acting commissioner ...

CCH to handle First Super compliance admin

MARK SMITH  |  WEDNESDAY, 21 NOV 2012
Compliance and reporting specialist CCH has partnered with First Super to help comply with the Australian Prudential Regulation Authority (APRA)'s more extensive reporting requirements. The new rules, which come into force from July 2013, require all ...

BTIM launches emerging market strategy

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
BT Investment Management has launched a new emerging market fund to be made available to Australian investors. The BT Global Emerging Markets Opportunities fund comes from London-based boutique investment house JO Hambro Capital Management, which BTIM ...

34 months prison for ex- GuardianFP adviser

BEN COLLINS  |  TUESDAY, 13 NOV 2012
A former financial adviser from Randwick, Sydney, has been sentenced to a total of 34 months imprisonment, after she illegally collected over $380,000 in insurance commissions. Susan Heathwood was sentenced in the Downing Centre District Court after ...

Non-bank lender completes public securitisation

BEN COLLINS  |  FRIDAY, 9 NOV 2012
An Australian non-bank lender yesterday completed a public securitisation issue using prime loans originated by GE Capital. Pepper, a financial services provider specialising in domestic and commercial property, said the issue was well supported by ...

ETP flows eclipse 2011 totals

BEN COLLINS  |  WEDNESDAY, 7 NOV 2012
Year-to-date exchange traded product (ETP) flows have surpassed the total amount recorded in 2011, according to BlackRock Investment Institute's October ETP Landscape report. Flows of $192.3 billion have already been recorded this year. Last year's ...