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Showing 2691 - 2700 of 5511 results for "September 2008"

TPB releases guidance on conflict of interest

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
The Tax Practitioners Board (TPB) has focused its first document outlining guidance for the Tax Agent Services Act (TASA) 2009 on the management of conflicts of interest. The document details the actions that registered tax agents should take in case ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
Financial planners are shying away from margin lending advice following falls in the margin lending market in the second and third quarters of 2013. The proportion of planners advising on margin lending fell from 55% in 2012 to 45% in 2013, according ...

SMSFs stick with cash and TDs

JAMES FERNYHOUGH  |  THURSDAY, 16 JAN 2014
The self-managed super fund (SMSF) industry's love affair with cash and term deposits shows little signs of abating, despite the lowering interest rates and resulting increase in inflation risk. According to the Australian Taxation Office (ATO) September  ...

Key PIS and Asteron execs move to Millennium3

ALICE URIBE  |  WEDNESDAY, 15 JAN 2014
Two key executives from Professional Investment Services (PIS) and Asteron respectively have joined the practice management division of the ANZ-owned dealer group Millennium3. The former PIS regional manager for Queensland Mark Stubbing has joined Millennium3 ...

SMSF borrowing under control, ATO figures suggest

JAMES FERNYHOUGH  |  TUESDAY, 14 JAN 2014
Fears that low interest rates are encouraging self-managed super funds (SMSFs) to over-borrow to invest in real estate appear to be overblown, according to figures released by the Australian Taxation Office. According to the ATO's stats for the September  ...

Dundas wins $240m super fund mandate

MARK SMITH  |  TUESDAY, 14 JAN 2014
Dundas Partners has been awarded a $240 million mandate by an unnamed large Australian superannuation fund. Dundas is the investment manager behind the Apostle Dundas Global Equity Fund, which was opened to Australian investors in September 2012 and ...

Capital adds portfolio manager to ETOP strategy

MARK SMITH  |  TUESDAY, 14 JAN 2014
Capital Group has appointed David Holstein to the portfolio manager team for its Emerging Markets Total Opportunities (ETOP) strategy. Holstein has 23 years' experience in the investment industry including seven with Capital Group. The firm said he ...

Government releases FoFA amendments

LAURA MILLAN  |  FRIDAY, 20 DEC 2013
Assistant Treasurer Arthur Sinodinos has made public the reforms to the Future of Financial Advice (FoFA) legislation, which include the removal of the opt-in requirement and the streamlining of fee disclosure statements. The amendments are in line ...

Reflation, rotation and the taper

BENJAMIN ONG  |  FRIDAY, 13 DEC 2013
... started to surface around mid-year. Speculation that the Fed would start unwinding its asset purchase programme by September (exactly one year after it started) sent equity, bonds and commodities markets down. Emerging markets became the biggest casualty ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
Financial planners are at risk of losing their current clients and are failing to see that, contrary to general perceptions, advice seekers are likely to be female, baby boomers and from less wealthy segments. About a third of advised Australians are ...