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Showing 11 - 20 of 169 results for "Challenger Financial"

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... retirement living conversation with clients, according to a technical services expert. Speaking at yesterday's Challenger Financial Standard Technical Services Forum, AMP Financial Planning technical consultant Stuart McMullen reminded financial ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
A room full of finance professionals tackled tricky case studies at the Challenger Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two ...

QIC expands executive team, bolsters US footprint

KARREN VERGARA  |  TUESDAY, 8 MAY 2018
... business development in 2014. Previously, Asplin held senior positions at LaSalle Investment Management, Challenger Financial Services and Colonial First State. Delaney and Asplin start their new roles on 1 July 2018. Frawley said Asplin is a proven ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... are continually slipping under the radar as it becomes increasingly difficult to recognise. Speaking at the Challenger Financial Standard Technical Services Forum, KJB Law senior solicitor Kerstin Glomb said cases of improper exploitation - being abuse ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...

MDA firm hires former Pillar chief executive

KARREN VERGARA  |  THURSDAY, 13 APR 2017
... chief financial officer at State Super Financial Services and Alinta Energy, and held executive roles at Challenger Financial Services Group, MLC and Grant Thornton. MGP chair Don Sharp said Brook's experience will be a major asset in light of the company ...

Reversionary pension and CGT changes supported

DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
... welcomed." SuperConcepts executive manager, SMSF technical and private wealth, Graeme Colley told a recent Challenger Financial Standard Technical Services Forum that the transitional arrangements also provide capital gains tax (CGT) relief for complying ...

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
... IOOF and ANZ took the scholarship awards for UNSW Retirement Planning and Aged Care courses at the final Challenger Financial Standard Technical Services Forum for 2016. Ling Wang and Rahul Sing, technical services managers at IOOF and ANZ respectively ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
... facilities in their local area, according to BUPA's Jane McNab. Addressing some 50 industry professionals at the Challenger Financial Standard Technical Services Forum in Sydney, McNab, an operations manager for business administration for the healthcare ...

Unintended consequences unearthed in super changes

MARK SMITH  |  FRIDAY, 10 JUN 2016
... superannuation changes, which include a $1.6 million cap on funds entering the pension phase, at the latest Challenger Financial Standard Technical Services Forum in Sydney. In TPD insurance scenario testing the forum's attendees unearthed an unintended ...