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Showing 271 - 280 of 923 results for "BT Financial"

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... obligations, particularly the requirement to provide a Statement of Advice to SMSF clients. Research released by BT Financial Group around the same time showed 71% of accountants didn't view securing an AFSL as a priority, even though the survey ...

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
BT Financial Advice is scrapping grandfathered commissions, effective October 2018. Commissions for products sold by financial advisers across the Westpac, St.George, Bank of Melbourne and BankSA network will no longer be paid on BT products or those ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Super - member app Social Media Campaign of the Year: Australian Ethical - Australian Ethical Charter Finalists: BT Financial Group - Define Your Future StatePlus - 3Cs Zurich - Facebook Energy Super - Putting the Energy into Super Video Campaign of ...

Perpetual names interim chief

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
... chief executive and managing director. Before Perpetual, Lloyd was general manager of advice and private banking with BT Financial Group, and served as group executive of wealth management at St. George Bank. Green has been with the company since 2006 ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two topics: distributing capital gains tax exempt proceeds out of a company structure ...

Avaloq expands Australian footprint, appoints senior roles

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
Global financial services software provider Avaloq, which boasts clients such as BT Financial Group and Crestone Wealth Management, is ramping up expansion initiatives in Australia with two senior appointments. Anantha Ayer has been appointed general ...

BTFG boss backs PC super proposals

KANIKA SOOD  |  THURSDAY, 7 JUN 2018
BT Financial Group supports key recommendations of the Productivity Commission's most recent superannuation report, saying the Westpac-owned business would welcome moving away from an "open market" MySuper model. BTFG chief executive Brad Cooper ...

MetLife Australia chief to lead industry fund

JAMIE WILLIAMSON  |  WEDNESDAY, 23 MAY 2018
... said. Stewart was appointed to lead MetLife Australia in 2014. Prior to this she held senior leadership roles with BT Financial Group and Merrill Lynch Investment Management. A spokesperson for MetLife Australia confirmed a search for Stewart's successor ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... superannuation funds to be well diversified. The 2018 SMSF Insights Paper - a collaboration between Investment Trends, BT Financial Group and the SMSF Association - shows that despite 97% of financial advisers agreeing diversification is key, only 78% ...

Spaceship beefs up senior management

KANIKA SOOD  |  MONDAY, 14 MAY 2018
... of senior executive experience in strategic regulatory policy, governance and risk management. She has worked as BT Financial Group's chief compliance officer, ASIC's company secretary and has been on advisory panels to ASIC, AUSTRAC and other Australian ...