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Showing 2831 - 2840 of 3940 results for "USI"

SMSFs exposed in related party transactions

ALISON BEVEGE  |  TUESDAY, 16 AUG 2011
Self-managed super funds can buy property from related parties but they are better off paying market rates and behaving as if at arm's length, a superannuation legal expert has said. Maria Siu, special counsel on Superannuation for Townsends Business ...

Black swans test strength of portfolio construction

ALISON BEVEGE  |  MONDAY, 15 AUG 2011
Black swan events occur much more frequently than modeling predicts, a seminar heard on Friday, so portfolios need to be designed to withstand unpredictable turbulence. Tom Robinson, managing director of education at the CFA Institute, a global organisation ...

Trading volatility can protect portfolio from big swings

ALISON BEVEGE  |  FRIDAY, 12 AUG 2011
Volatility products can be successfully used to protect a portfolio against the turmoil striking international share markets, a top executive from the Chicago Board Options Exchange said yesterday. Volatility as measured by the CBOE volatility index ...

Large super funds 'obstruct' withdrawals

ALISON BEVEGE  |  THURSDAY, 11 AUG 2011
Large superannuation funds have been obstructing the release of members' money to self-managed funds by throwing paperwork hurdles in their way, a seminar heard this morning. "In an ideal world a transfer should take no more than 30 days," said Tony ...

PC disability insurance final report released

ALEX DUNNIN  |  WEDNESDAY, 10 AUG 2011
The Productivity Commission (PC) has released its final report into the Disability Care and Support review and re-affirmed its recommendations that the government should establish fully-funded social insurance schemes to commence in 2015. While not ...

ANZ fears regulation could hamper scaled advice

MATT WOODINGTON  |  FRIDAY, 5 AUG 2011
ANZ Wealth head Paul Barrett believes that the current definitions of 'best interest' advice could halt the industry's migration into the world of scaled advice. Speaking at the Financial Services Council (FSC) conference, Barrett spoke of the need ...

Planners urged to commit to the cloud

LOREN RUGEBREGT  |  FRIDAY, 5 AUG 2011
The use of cloud technology can open up more client bases for financial advisers, said an online portfolio provider. Executive director of Sharesight, Andrew Bird explained said the cloud computing process made it easier to connect different systems ...

Former AIST chief takes on age discrimination

RACHEL DAVIS  |  WEDNESDAY, 3 AUG 2011
Former president of the Australian Institute of Superannuation Trustees (AIST), Susan Ryan has been appointed as the new age discrimination commissioner. The role will be allocated $4 million over four years through the Australian Human Rights Commission. ...

BT regroups for market push

ELISE BURGESS  |  WEDNESDAY, 3 AUG 2011
The reorganised BT Financial Group will go head to head with the newly merged AMP/AXA and focus on its insurance and super products, developing a new platform and adding planners to its advice business. Brad Cooper, chief executive, BT Financial Group ...

Wolf of Wall Street can't put a price on value

MATT WOODINGTON  |  TUESDAY, 2 AUG 2011
Jordan Belfort claims to be the best salesman in the world. As a sixteen year old he made $25,000 in a single summer selling ice blocks, by 24 he was a millionaire and now, after a career that has seen him raise $1.5 billion in venture capital, he charges ...